U.S. Private Bank - Private Banker - Vice President
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six 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
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* 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
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and progra...
- Rate: Not Specified
- Location: New York, US-NY
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210737412
- Posted: 2026-04-17 07:49:24 -
- View all Jobs from JPMorgan Chase Bank, N.A.
More Jobs from JPMorgan Chase Bank, N.A.
- Business Relationship Manager I - Officer
- Data Scientist Lead - Consumer Bank Marketing Analytics - VP
- Business Relationship Manager Senior Acquisition - Vice President
- Global Sponsor Private Side Sales - Executive Director
- Branch Manager - Greater Maryland Market - Westminster, Maryland
- J.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area)
- Senior Associate, Product Management-Home Lending Transformation
- Senior Home Lending Advisor - Fremont CA
- Senior Principal Software Engineer - Interest Rate Risk Platform | Enterprise Technology
- JPM Private Bank/WM Solutions, Cross Asset Structured Investments - Vice President
- Finance & Business Management - Associate
- Private Client Banker - Westerville South - Westerville, OH
- Relationship Banker - Columbus Central East Market - Westerville, OH
- J.P. Morgan Asset & Wealth Management Global Private Bank - Vice President Supervisory Manager - Ho
- Relationship Banker - Tanglewood - Chagrin Falls, OH
- Auto Lending Credit Verification Specialist
- Business Relationship Manager Senior Acquisition- Vice President
- U.S. Private Bank - Private Banker - Executive Director
- Relationship Banker - Campus - Irvine, CA - Mandarin speaker Required
- Private Client Banker- South Archer Avenue - Chicago, IL