U.S. Private Bank - Private Banker - Vice President or Executive Director (San Francisco) Job at JPMorgan Chase & Co., San Francisco, CA

R3g0dmRSNUVkVmtUS2lNRDFXRlRaV0hzRlE9PQ==
  • JPMorgan Chase & Co.
  • San Francisco, CA

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 in the U.S. Private Bank, 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, 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
#J-18808-Ljbffr

Job Tags

Full time, Temporary work, Work experience placement, Local area,

Similar Jobs

Driving Academy

Truck Driving Instructor Job at Driving Academy

 ...POSITION SUMMARY The primary role of Driving Academy's Commercial Driver's License (CDL) Instructor is to ensure that our students are given the highest quality education in preparation for their CDL road test. You will be working hands on with students at our training... 

National Audubon Society

Photo Editor Job at National Audubon Society

 ...at and on Facebook, Twitter and Instagram @audubonsociety. Position Summary Reporting to the Photography Director, the Photo Editor will have strong editorial and storytelling judgment and be integral to the work of the photo team, helping to advance the mission... 

UNFI

Warehouse Order Selector Job at UNFI

Job Description Job Description About UNFI: We are North Americas premier grocery wholesaler, delivering the widest variety of fresh, branded, and owned brand products to community grocers and retail chains alike. A pioneer in natural and organic foods, we are growing...

Anblicks

Sr Data governance Job at Anblicks

 ...Job Description . Data Governance Strategy and Operating Model Define and implement the enterprise data governance strategy, roadmap, and operating model aligned to business objectives. Define governance KPIs, maturity metrics, and success measures. Drive adoption... 

Bold Careers

User Interface Developer Job at Bold Careers

Bold is looking for a talented UI Developer with a strong CSS and HTML skillset.This person will take designs from our Awesome Designer and convert them into well architected CSS and HTML for use in our web and mobile applications.We are based in San Francisco, with...