U.S. Private Bank – Private Banker – Vice President
2 days ago
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OnsiteFull-timeSenior
Summary
JPMorganChase is seeking a Vice President, Private Banker to join their U.S. Private Bank team in Summit, NJ. The role involves advising families on building, preserving, and managing their wealth while providing a first-class experience to clients.
About the Role
As a Private Banker, you will manage and maintain relationships with clients, generate business results, and advise clients on their overall balance sheet, including asset allocation and investment management. You will partner with internal specialists and ensure that proposed solutions meet clients' needs through a holistic planning approach.
About You
Required:
- Seven plus years of work experience in Private Banking or Financial Services.
- Bachelor’s Degree required.
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
- Proven sales success and strong business acumen.
- Strong community presence with an established network.
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
Preferred:
- Proactive, takes initiative, and uses critical thinking to solve problems.
- MBA, JD, CFA, or CFP preferred.
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.
Summit, NJ