Private Banker – Vice President or Executive Director
Not Disclosed•Full-TimeOn-site
location_on6817, Hayhurst Street, Worthington Estates, Worthington, Sharon Township, Franklin County, Ohio, 43085, United States
About the Team
J.P. Morgan's U.S. Private Bank is dedicated to providing a first-class experience to clients, supported by a collaborative environment where talented colleagues from diverse markets, businesses, and functions work together. The team fosters an entrepreneurial mindset, offering a platform for individuals to constantly challenge themselves and take their careers to the next level.
About the Role
As a Private Banker, you will serve as a trusted advisor to families, guiding them on building, preserving, and managing their wealth. This role leverages deep knowledge of investments, financial planning, credit, and banking to advise current clients on all aspects of their balance sheet while simultaneously driving new client acquisition. You will operate as part of a local team, backed by an institutional platform rich with resources, specialists, and intellectual capital designed to help you achieve your clients' desired goals.
Hiring Process
Candidates with an entrepreneurial spirit and a drive for excellence are encouraged to apply. The selection process focuses on identifying individuals who are collaborative, confident, and motivated to deliver exceptional client experiences.
Equal Opportunity
J.P. Morgan is an equal opportunity employer committed to diversity and inclusion.
Work location
Work model: On-site
6817, Hayhurst Street, Worthington Estates, Worthington, Sharon Township, Franklin County, Ohio, 43085, United States
Worthington, Ohio
Key Responsibilities
- check_circleAdvise clients on balance sheet management including asset allocation and wealth planning
- check_circlePartner with internal specialists to provide interdisciplinary expertise to clients
- check_circleConnect clients across all lines of business within J.P. Morgan Chase & Co.
- check_circleEnsure proposed solutions fulfill client needs through a holistic goals-based planning approach
- check_circleManage and maintain client relationships by earning trust and delivering exceptional experiences
- check_circleGenerate business results and acquire new assets from existing and prospective clients
- check_circleAdhere to all risk and control policies, regulatory guidelines, and security measures
Requirements
- verifiedSix plus years of work experience in Private Banking or Financial Services
- verifiedBachelor's Degree required
- verifiedSeries 7, 66 and Insurance licenses required
- verifiedExperience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Nice to Have
MBA, JD, CFA, or CFP. Proactive with initiative and critical thinking skills. Dynamic professional with clarity in communication and exceptional presentation skills. Strong organizational skills with a disciplined approach. Experience and in-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.
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Skills, education and keywords
Skills: Series 7, Series 66, Insurance Licenses, Cfa, CFP, Equity Markets, Fixed Income Markets, Hedge Funds, Private Equity, Real Estate.
Education: Bachelor's Degree required; MBA preferred.
Frequently asked questions about Private Banker – Vice President or Executive Director at JPMorganChase
What does a Private Banker – Vice President or Executive Director at JPMorganChase do?expand_more
In this Private Banker – Vice President or Executive Director at JPMorganChase role, you will advise clients on balance sheet management including asset allocation and wealth planning; partner with internal specialists to provide interdisciplinary expertise to clients; connect clients across all lines of business within j.p. morgan chase & co.; and ensure proposed solutions fulfill client needs through a holistic goals-based planning approach.
What are the requirements for this Private Banker – Vice President or Executive Director role?expand_more
JPMorganChase is looking for candidates who meet the following requirements: Six plus years of work experience in Private Banking or Financial Services; Bachelor's Degree required; Series 7, 66 and Insurance licenses required; and Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
Where is the Private Banker – Vice President or Executive Director role at JPMorganChase located?expand_more
Private Banker – Vice President or Executive Director at JPMorganChase is based in 6817, Hayhurst Street, Worthington Estates, Worthington, Sharon Township, Franklin County, Ohio, 43085, United States. This is a on-site role.
Is this Private Banker – Vice President or Executive Director job remote, hybrid, or on-site?expand_more
JPMorganChase has listed this Private Banker – Vice President or Executive Director role as on-site.
How much experience is required for this Private Banker – Vice President or Executive Director role?expand_more
Private Banker – Vice President or Executive Director at JPMorganChase typically requires 6+ years of relevant experience at the executive level.
What skills do you need for the Private Banker – Vice President or Executive Director role at JPMorganChase?expand_more
Key skills for Private Banker – Vice President or Executive Director at JPMorganChase include Series 7; Series 66; Insurance Licenses; Cfa; CFP; Equity Markets; Fixed Income Markets; and Hedge Funds.
What education is required for Private Banker – Vice President or Executive Director at JPMorganChase?expand_more
Educational requirements for this role: Bachelor's Degree required; and MBA preferred.
What category does the Private Banker – Vice President or Executive Director role belong to?expand_more
Private Banker – Vice President or Executive Director at JPMorganChase is part of the accounting & finance job category on Recrutus.