JPMorganChase
U.S. Private Bank – Private Banker – Executive Director or Vice President(Columb
JPMorganChase, Columbus, Ohio, United States, 43224
U.S. Private Bank – Private Banker – Executive Director or Vice President (Columbus, OH)
Join to apply for the
U.S. Private Bank – Private Banker – Executive Director or Vice President (Columbus, OH)
role at
JPMorgan Chase . Job Description
We are actively seeking talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are eager to challenge yourself, J.P. Morgan offers an excellent environment for growth. You will work alongside a team of skilled colleagues from various markets, businesses, and functions, providing opportunities to advance your career. Role Overview:
As a Private Banker, you will advise families on building, preserving, and managing their wealth. Your expertise in investments, financial planning, credit, and banking will be crucial in advising current clients and acquiring new ones. You will be supported by an institutional platform with extensive resources, specialists, and intellectual capital to help clients achieve their financial goals. Job Responsibilities
Manage and nurture client relationships by earning trust, understanding their needs, providing targeted advice, developing solutions, and delivering exceptional service. Drive business results by acquiring new assets from existing clients and new prospects. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs. Collaborate with internal specialists to offer interdisciplinary expertise. Connect clients across all lines of business within J.P. Morgan Chase & Co. Ensure solutions meet clients' short-, medium-, and long-term objectives through holistic, goal-based planning. Adhere strictly to risk, control policies, regulatory guidelines, and security measures. Required Qualifications, Capabilities, and Skills
Minimum of six years’ experience in Private Banking or Financial Services. Bachelor’s Degree required. Series 7, 66, and Insurance licenses required; candidates without licenses considered but must obtain within 90 days. Proven sales success and strong business acumen. Established community presence and network. Knowledge of investments, wealth planning, credit, and banking concepts. Client-focused approach and relentless dedication to client service. Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred. Proactive, initiative-taking, and critical thinker. Effective communicator with strong presentation skills. Organized with a disciplined approach. In-depth knowledge of equity, fixed income markets, and alternative investments like Hedge Funds, Private Equity, and Real Estate. About Us
JPMorgan Chase, a historic financial institution over 200 years old, offers innovative solutions across investment banking, consumer banking, small business banking, commercial banking, financial transaction processing, and asset management. We provide a competitive total rewards package, including base salary, potential commissions, incentive bonuses, and comprehensive benefits such as health coverage, retirement plans, wellness centers, and more. We value diversity and are an equal opportunity employer, committed to inclusion and reasonable accommodations. About The Team
Our Asset & Wealth Management division delivers top-tier investment management and private banking solutions. We serve individuals, advisors, and institutions globally, helping clients focus and realize their financial goals.
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Join to apply for the
U.S. Private Bank – Private Banker – Executive Director or Vice President (Columbus, OH)
role at
JPMorgan Chase . Job Description
We are actively seeking talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are eager to challenge yourself, J.P. Morgan offers an excellent environment for growth. You will work alongside a team of skilled colleagues from various markets, businesses, and functions, providing opportunities to advance your career. Role Overview:
As a Private Banker, you will advise families on building, preserving, and managing their wealth. Your expertise in investments, financial planning, credit, and banking will be crucial in advising current clients and acquiring new ones. You will be supported by an institutional platform with extensive resources, specialists, and intellectual capital to help clients achieve their financial goals. Job Responsibilities
Manage and nurture client relationships by earning trust, understanding their needs, providing targeted advice, developing solutions, and delivering exceptional service. Drive business results by acquiring new assets from existing clients and new prospects. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs. Collaborate with internal specialists to offer interdisciplinary expertise. Connect clients across all lines of business within J.P. Morgan Chase & Co. Ensure solutions meet clients' short-, medium-, and long-term objectives through holistic, goal-based planning. Adhere strictly to risk, control policies, regulatory guidelines, and security measures. Required Qualifications, Capabilities, and Skills
Minimum of six years’ experience in Private Banking or Financial Services. Bachelor’s Degree required. Series 7, 66, and Insurance licenses required; candidates without licenses considered but must obtain within 90 days. Proven sales success and strong business acumen. Established community presence and network. Knowledge of investments, wealth planning, credit, and banking concepts. Client-focused approach and relentless dedication to client service. Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred. Proactive, initiative-taking, and critical thinker. Effective communicator with strong presentation skills. Organized with a disciplined approach. In-depth knowledge of equity, fixed income markets, and alternative investments like Hedge Funds, Private Equity, and Real Estate. About Us
JPMorgan Chase, a historic financial institution over 200 years old, offers innovative solutions across investment banking, consumer banking, small business banking, commercial banking, financial transaction processing, and asset management. We provide a competitive total rewards package, including base salary, potential commissions, incentive bonuses, and comprehensive benefits such as health coverage, retirement plans, wellness centers, and more. We value diversity and are an equal opportunity employer, committed to inclusion and reasonable accommodations. About The Team
Our Asset & Wealth Management division delivers top-tier investment management and private banking solutions. We serve individuals, advisors, and institutions globally, helping clients focus and realize their financial goals.
#J-18808-Ljbffr