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Private Banker
2 months ago
Job Highlights
Title
Private Banker (Vice President)
Type
Full Time
Experience
6+ Years
Function
Client Advisory
Location
Salt Lake City, UT, United States
Company
JPMorgan Chase
Company Profile
JPMorgan Chase
is one of the oldest financial institutions. It offers innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients.
Job Profile
The company is recruiting a
Private
Banker
(Vice President)
who will be
responsible for advising families on building, preserving, and managing their wealth .
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.
Education Level
Bachelor’s Degree
(required)
Work Experience
6+ years of work experience in Private Banking or Financial Services
Duties/Responsibilities
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and credit and banking needs.
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill client’s needs and objectives in the short, medium, and long term through a holistic goals-based planning approach.
Generate business results and acquire new assets, both from existing client base and new client acquisition.
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.
Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.
Skills/Knowledge/Abilities
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
Proven sales success and strong business acumen.
Strong community presence with an established network.
Preferred Qualifications
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
Experience with and in-depth knowledge of the equity and fixed-income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate
MBA, JD, CFA, or CFP preferred.
Proactive, takes initiative, and uses critical thinking to solve problems.
Benefits/Perks
The bank offers benefits that include comprehensive healthcare coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Employer’s Statement
JPMorgan Chase is an Equal Opportunity Employer. The company considers all qualified applicant regardless of their 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.
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