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

Company: JPMorgan Chase
Location: San Diego
Posted on: May 27, 2023

Job Description:

We are actively looking for exceptionally 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 looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities

• 
  
• 
  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, Skills
  
  • 
    
  • 
    Six plus years of work experience in Private Banking or Financial Services
    
    
  • 
    Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
    
    
  • 
    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, Skills
    
    • 
      
    • 
      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 We are actively looking for exceptionally 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 looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities
      
      
    • 
      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, Skills
      
      
    • 
      Six plus years of work experience in Private Banking or Financial Services
      
      
    • 
      Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
      
      
    • 
      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, Skills
      
      
    • 
      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
      
      
      JPMorgan Chase & Co., 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 recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
      The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
      As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
      We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
      Equal Opportunity Employer/Disability/Veterans
      Base Pay/Salary
      San Diego,CA $170,000.00 - $225,000.00 / year

Keywords: JPMorgan Chase, San Diego , U.S. Private Bank - Private Banker - Vice President, Executive , San Diego, California