Wealth Management - Private Bank - Banker - Vice President - Columbus, OH

JPMorgan Chase & Co.
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Posted on: 1 Mar 2021

Columbus, OH

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Job Description

As a Banker with J.P. Morgan Private Bank, you will be accountable for identifying and managing client relationships within the high net worth market. As the brand ambassador, the Banker owns new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. This role is also responsible for deepening and strengthening existing relationships by continuing to present innovative solutions across the balance sheet to help clients achieve their financial goals.

Act as ongoing relationship manager for a specific portfolio of clients and ensure every client has a positive experience

Responsible for engaging in new business development to deliver J.P. Morgan Private Bank services to high net worth prospects and clients

Exceed the expectations of J.P. Morgan Private Bank clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer)

Develop a perspective on specific client situations in order to proactively select and recommend solutions

Conduct investment reviews with high net worth clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products

Develop investment policy statements, advise on asset allocation and manage clients investment portfolio

Initiate and close sales of complex investment products

Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities

Extensive experience with and in-depth knowledge of equities, fixed income, structured notes, and alternatives

Measurable track record of successfully selling to high net worth clients

Analytical ability in order to relate specific client asset situations to individual products

Interactive skills in order to understand client needs and take action with the appropriate solutions

Strong client relationship management and sales skills

Experience profiling and formulating strategies for potential clients

Demonstrated ability to close deals

Impeccable interpersonal and organizational skills

Strong leadership and management skills along with high level of self-motivation

Ability to work in a team based environment and assist in the development and retention of junior team members

Requirements

Seven plus years of experience in Private Banking or Financial Services industry

Bachelor degree required, MBA, CFP or CFA preferred

Prior experience providing complex solutions to high net worth

Series 7 & 66 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.