Private Banker – Vice President

Responsibilities

• Manage and maintain client relationships by providing targeted advice and exceptional service
• Generate new business and acquire assets from both existing and new client bases
• Advise clients on their overall balance sheet, including asset allocation, investment management, and credit needs
• Partner with internal specialists to provide interdisciplinary expertise to clients
• Ensure proposed solutions fulfill client objectives through a holistic, goals-based planning approach
• Adhere strictly to all risk, control, and regulatory guidelines

Requirements

• 6+ years of experience in Private Banking or Financial Services
• Bachelor's Degree required
• Series 7, 66, and Insurance licenses required (or ability to obtain within 90 days of hire)
• Proven sales success and strong business acumen
• Strong community presence with an established professional network
• Demonstrated understanding of investments, wealth planning, credit, and banking concepts

Preferred Qualifications

• MBA, JD, CFA, or CFP designation
• In-depth knowledge of equity, fixed income, and alternative investments (Hedge Funds, Private Equity, Real Estate)
• Exceptional presentation and communication skills
• Proactive approach to problem-solving and critical thinking

Benefits

• Competitive total rewards package including base salary and discretionary incentive compensation
• Comprehensive health care coverage
• Retirement savings plan
• Tuition reimbursement and mental health support
• Financial coaching and on-site wellness centers

About the Company

J.P. Morgan is a global leader in investment banking, asset management, and consumer banking. Our Asset & Wealth Management division delivers industry-leading investment management and private banking solutions to help individuals, families, and foundations realize their financial goals.