U.S. Private Bank - Private Banker - Vice President

JPMorgan Chase - Miami, FL

Full-time - Mid Level

Miami, FL

10,001+ employees

Credit Intermediation and Related Activities

About the position

As a Private Banker in the U.S. Private Bank at J.P. Morgan, you will be responsible for advising families on building, preserving, and managing their wealth. This role requires a collaborative and motivated individual who can provide a first-class experience to clients. You will leverage your knowledge of investments, financial planning, credit, and banking to advise clients on their balance sheets and generate new client acquisitions. Working alongside a talented team, you will have the opportunity to take your career to the next level while ensuring that clients' needs and objectives are met through a holistic planning approach.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on their overall balance sheet, including asset allocation and investment management.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Connect clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions fulfill clients' needs and objectives through a holistic goals-based planning approach.
• Adhere to all risk and control policies, regulatory guidelines, and security measures.

Requirements

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66, and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit, and banking concepts.
• Focus on client experience and work tirelessly on behalf of clients.

Nice-to-haves

• MBA, JD, CFA, or CFP preferred.
• Proactive and uses critical thinking to solve problems.
• Dynamic and credible professional with exceptional presentation skills.
• Strong organizational skills and a disciplined approach to business.
• Experience with equity and fixed income markets and alternative investments.

Benefits

• Health insurance
• Retirement plan
• Tuition reimbursement