Talent.com
U.S. Private Bank - Private Banker - Vice President
U.S. Private Bank - Private Banker - Vice PresidentJPMorgan Chase • Phoenix, AZ, United States
U.S. Private Bank - Private Banker - Vice President

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

JPMorgan Chase • Phoenix, AZ, United States
30+ days ago
Job type
  • Full-time
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
  • 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

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 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.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability / Veterans

Create a job alert for this search

Private Banker • Phoenix, AZ, United States

Related jobs
Consultant Senior- Business Banking- Vice President

Consultant Senior- Business Banking- Vice President

JPMorgan Chase • Phoenix, AZ, US
Full-time
Business Banking Consultant Senior.If you want to have a positive impact on underserved small businesses in your community and enjoy building relationships, then a role as a Business Banking Consul...Show more
Last updated: 30+ days ago • Promoted
Private Banker III

Private Banker III

Busey Bank • Phoenix, AZ, United States
Full-time
The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activi...Show more
Last updated: 30+ days ago • Promoted
Vice President of Sales - Small Business / Key Accounts - Phoenix, AZ

Vice President of Sales - Small Business / Key Accounts - Phoenix, AZ

UnitedHealth Group • Phoenix, AZ, United States
Full-time
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people ...Show more
Last updated: 18 days ago • Promoted
Licensed Mental Health Therapist

Licensed Mental Health Therapist

LifeStance Health • Maricopa, AZ, US
Full-time +1
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
Last updated: 30+ days ago • Promoted
Vice President, Investments Underwriting

Vice President, Investments Underwriting

Phoenix Staffing • Phoenix, AZ, US
Full-time
Vice President, Specialty Finance.Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer, professional services company,...Show more
Last updated: 3 days ago • Promoted
Branch Relationship Banker (Personal Banker) - Central Avenue / Phoenix (AZ)

Branch Relationship Banker (Personal Banker) - Central Avenue / Phoenix (AZ)

BankTalent HQ • Phoenix, AZ, United States
Full-time
At National Bank of Arizona, we're a community of professionals with relationships at our core.We strive to promote an engaging environment with accessible leadership and on-going employee developm...Show more
Last updated: 30+ days ago • Promoted
Vice President, Capital Markets

Vice President, Capital Markets

WelcomeLend • Phoenix, AZ, United States
Full-time
WelcomeLend is one of the fastest‑growing middle‑market capital markets advisories.We pair seasoned capital markets experts with our proprietary tech to deliver efficient, transparent, and market‑b...Show more
Last updated: 12 days ago • Promoted
Vice President, Commercial Banker - National Builder Finance (NBF)

Vice President, Commercial Banker - National Builder Finance (NBF)

Western Alliance Bancorporation • Phoenix, AZ, US
Full-time
Vice President, Commercial Banker - National Builder Finance (NBF).As a Commercial Banker II - Mid Market with National Builder Finance ('NBF'), you'll be responsible for identifying a target marke...Show more
Last updated: 5 days ago • Promoted
U.S. Private Bank - Private Banker - Vice President

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

Phoenix Staffing • Phoenix, AZ, US
Full-time
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...Show more
Last updated: 30+ days ago • Promoted
Consultant Senior- Business Banking- Vice President

Consultant Senior- Business Banking- Vice President

Chase • Phoenix, AZ, US
Full-time
Business Banking Consultant Senior.If you want to have a positive impact on underserved small businesses in your community and enjoy building relationships, then a role as a Business Banking Consul...Show more
Last updated: 30+ days ago • Promoted
Vice President, Commercial Banker - National Builder Finance (NBF)

Vice President, Commercial Banker - National Builder Finance (NBF)

Western Alliance Bank • Phoenix, AZ, United States
Full-time
Vice President, Commercial Banker - National Builder Finance (NBF).As a Commercial Banker II - Mid Market with National Builder Finance ('NBF') you'll be responsible for identifying a target market...Show more
Last updated: 6 days ago • Promoted
Special Agent, $40,000 Recruitment Incentive

Special Agent, $40,000 Recruitment Incentive

The United States Secret Service • Paradise Valley, AZ, United States
Full-time
Recruitment Incentive : Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive detail...Show more
Last updated: 30+ days ago • Promoted
Inbound Sales Representative - Unlimited Commission

Inbound Sales Representative - Unlimited Commission

EchoStar • MARICOPA, Arizona, United States
Full-time
Are you highly competitive, motivated by results, and looking for a role where your earning potential has no limits? Our award-winning Inside Sales & Retention teams excel at driving customer decis...Show more
Last updated: 1 day ago • Promoted
Branch Relationship Banker (Personal Banker) - Carefree (AZ)

Branch Relationship Banker (Personal Banker) - Carefree (AZ)

BankTalent HQ • Carefree, AZ, United States
Full-time
At National Bank of Arizona, we're a community of professionals with relationships at our core.We strive to promote an engaging environment with accessible leadership and on-going employee developm...Show more
Last updated: 30+ days ago • Promoted
Virtual Customer Care Associate

Virtual Customer Care Associate

TurboTax • Maricopa, Arizona
Full-time
Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...Show more
Last updated: 5 hours ago • Promoted • New!
TurboTax Virtual Customer Care Associate

TurboTax Virtual Customer Care Associate

TurboTax • Maricopa, Arizona
Full-time
Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...Show more
Last updated: 5 hours ago • Promoted • New!
Inbound Sales Representative - Uncapped Commission

Inbound Sales Representative - Uncapped Commission

EchoStar • MARICOPA, Arizona, United States
Full-time
Are you highly competitive, motivated by results, and looking for a role where your earning potential has no limits? Our award-winning Inside Sales & Retention teams excel at driving customer decis...Show more
Last updated: 6 hours ago • Promoted • New!
Power & Utilities Portfolio Manager - VP

Power & Utilities Portfolio Manager - VP

Associated Bank - Corp • Phoenix, AZ, United States
Full-time
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
Last updated: 30+ days ago • Promoted