Wealth Management - Private Bank - Banker- VP - New York, NY at JPMorgan Chase Bank, N.A. in New York, New York

Job Description:

J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.

Primary Function:

The Banker is the face of J.P. Morgan's Private Banking business. The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

• Responsible for sale and implementation of investment, banking and trust/estate products to core clients

• Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients

• Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced

• Build trust with clients and effectively manage relationships

• Ensure that the proposed products and services maximize the clients' needs, goals and objectives

• Provide guidance to junior staff

Qualifications:

• Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

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

• Connections within Private Banking core client space and professional centers of influence

• Coachable professional with good "business sense" and an energetic/dynamic personality

• Strong relationship management and team building skills; views team concept as critical to model

Position Requirements:

• Seven plus years' experience in Private Banking working with High Net and Ultra High Net individuals and families or related fields within financial services

• Licenses 7, 63 required for position

• Bachelor's degree required; MBA, JD or CFA preferredJPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans