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

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

JPMorgan Chase • Charlotte, NC, 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
  • 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 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 • Charlotte, NC, United States

Related jobs
Zone Vice President

Zone Vice President

Premier, Inc • Charlotte, NC, United States
Full-time
This position is accountable for developing fostering strategic relationships with the C-Suite member executives of Premier's Tier 1 (and Tier 2) accounts to maximize the value of the Premier relat...Show more
Last updated: 30+ days ago • Promoted
Work From Home

Work From Home

Remote Jobs • Barium Springs, NC
Remote
Full-time
Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office. Benefits : Health Insurance, 401K, Vacation& PTO.Apply now! Work f...Show more
Last updated: 30+ days ago • Promoted
U.S. Private Bank - Private Banker - Vice President or Executive Director

U.S. Private Bank - Private Banker - Vice President or Executive Director

JPMorgan Chase • Charlotte, NC, 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
Vice President - Subscription Finance

Vice President - Subscription Finance

U.S. Bancorp • Charlotte, NC, US
Full-time
Vice President Subscription Finance Origination.Bank is seeking to hire a Vice President to join the Subscription Finance origination team within the Global Capital Markets division (New York or Ch...Show more
Last updated: 22 days ago • Promoted
Vice President of Sales - Financial Services

Vice President of Sales - Financial Services

Fisher Investments • Charlotte, NC, US
Full-time
Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of...Show more
Last updated: 30+ days ago • Promoted
Associate Vice President for Student Affairs / Dean of Students

Associate Vice President for Student Affairs / Dean of Students

InsideHigherEd • Rock Hill, South Carolina, United States
Full-time
Associate Vice President for Student Affairs / Dean of Students.Winthrop University, a public university in Rock Hill, South Carolina, invites inquiries, nominations, and applications for its associa...Show more
Last updated: 30+ days ago • Promoted
VP, Financial Consultant- Charlotte, NC

VP, Financial Consultant- Charlotte, NC

Charles Schwab • CHARLOTTE, NC, US
Full-time
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show more
Last updated: 4 days ago • Promoted
VP of Sales

VP of Sales

Jobot • Charlotte, NC, US
Permanent
A rapidly growing company poised for continued growth with great benefits.This Jobot Job is hosted by : Kirk Morgan.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us yo...Show more
Last updated: 30+ days ago • Promoted
Key Account Manager - IDN Development West

Key Account Manager - IDN Development West

Solenis LLC • Fort Mill, SC, United States
Full-time
Solenis is a leading global producer of specialty chemicals focused on delivering sustainable solutions for water-intensive industries, including consumer, industrial, institutional, food and bever...Show more
Last updated: 30+ days ago • Promoted
U.S. Private Bank - Private Banker - Vice President or Executive Director

U.S. Private Bank - Private Banker - Vice President or Executive Director

Chase • Charlotte, NC, US
Full-time
Show more
Last updated: 30+ days ago • Promoted
Forex / Cryptocurrency Trader - Remote

Forex / Cryptocurrency Trader - Remote

Maverick Currencies • Charlotte, NC
Remote
Full-time +1
Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...Show more
Last updated: 30+ days ago • Promoted
Investment Advisor Senior - PNC Private Bank

Investment Advisor Senior - PNC Private Bank

PNC • Charlotte, NC, United States
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
Last updated: 6 days ago • Promoted
Vice President Payments

Vice President Payments

Truliant Federal Credit Union • Charlotte, NC, United States
Full-time
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationship...Show more
Last updated: 30+ days ago • Promoted
Investment Advisor Senior - PNC Private Bank

Investment Advisor Senior - PNC Private Bank

PNC Financial Services Group • Charlotte, NC, United States
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
Last updated: 6 days ago • Promoted
Vice President, Treasury

Vice President, Treasury

Affirm • Charlotte, NC, United States
Full-time
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.We’re looking for a smart...Show more
Last updated: 22 days ago • Promoted
CDL A Driver : Earn $96,542 yr with 1 yr or more driving experience!

CDL A Driver : Earn $96,542 yr with 1 yr or more driving experience!

Crete Carrier • Statesville, NC
Full-time
TRUCK DRIVING JOBS : WE ARE HIRING DRIVERS!.AT CRETE CARRIER, INDUSTRY LEADING PAY IS JUST THE BEGINNING.Learn more about all of the ways Crete Carrier and Shaffer Trucking go the extra mile to prov...Show more
Last updated: 17 days ago • Promoted
U.S. Private Bank - Private Banker - Vice President

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

Charlotte Staffing • Charlotte, NC, 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
Senior Relationship Banker

Senior Relationship Banker

First National Bank of Pennsylvania • Charlotte, NC, United States
Full-time
Make a difference - for us and for your future.This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible...Show more
Last updated: 30+ days ago • Promoted