Wealth Management - Private Bank - Vice President - Private Banker
Posted on: 16 Nov 2021
Westlake Village, CA
Job Description
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
· Drive 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
Qualifications
• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred
• Series 7 & 63 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
• Energetic and entrepreneurial business builder who thrives and excels in a competitive industry
• Proactive, takes initiative, and uses critical thinking to solve problems
• Focuses on the client experience and works tirelessly on the client’s behalf
• Proven sales success and strong business acumen
• 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
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
