Private Banker - Vice President or Executive Director
Not Disclosed•Full-TimeOn-site
location_on709, Cherrington Road, Westerville, Sharon, Franklin County, Ohio, 43081, United States
J.P. Morgan is one of the oldest financial institutions, with a history spanning over 200 years. Today, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. Our people are our strength, and the diverse talents they bring to our global workforce are directly linked to our success.
Within the U.S. Private Bank, we provide a first-class experience to clients by leveraging an institutional platform rich with resources, specialists, and intellectual capital. You will work alongside a team of talented colleagues from other markets, businesses, and functions, creating an environment where you can constantly challenge yourself and take your career to the next level.
As a Private Banker, you will serve as a trusted advisor to families, helping them build, preserve, and manage their wealth. This role is designed for individuals with an entrepreneurial mindset who are motivated to deliver exceptional client experiences.
You will partner with internal specialists to provide interdisciplinary expertise, connecting clients across all lines of business of J.P. Morgan Chase & Co. Your focus will be on advising clients on their overall balance sheet—including asset allocation, investment management, wealth planning, credit, and banking needs—through a holistic, goals-based planning approach. Whether serving existing clients or acquiring new ones, you will ensure that proposed solutions fulfill client objectives in the short, medium, and long term.
Candidates with a proven track record in sales and a strong community presence are encouraged to apply. The selection process evaluates both professional acumen and cultural fit within our collaborative team environment.
We recognize that our diverse talents are directly linked to our success. JPMorgan Chase is an Equal Opportunity Employer and places a high value on diversity and inclusion. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Work model: On-site
709, Cherrington Road, Westerville, Sharon, Franklin County, Ohio, 43081, United States
Westerville, Ohio
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. In-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.
JPMorganChase • Cleveland, Ohio
JPMorganChase • Worthington, Ohio
JPMorganChase • San Francisco, California
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; JD preferred.