Private Banker — Cleveland, OH at JPMorganChase

About the Team

J.P. Morgan's U.S. Private Bank is dedicated to providing a first-class experience to families and individuals. We are a collaborative environment where talented colleagues from diverse markets, businesses, and functions work together to challenge the status quo and take careers to the next level. Our institutional platform offers the resources, specialists, and intellectual capital necessary to help our team deliver exceptional outcomes.

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 is designed for individuals with an entrepreneurial mindset who are motivated to constantly challenge themselves. You will leverage your expertise in 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, supported by a robust network of internal specialists. Your day-to-day involves earning trust, thoroughly understanding client needs, and developing thoughtful, holistic solutions that address short, medium, and long-term objectives. By connecting clients across all lines of business within J.P. Morgan Chase & Co., you will ensure that proposed strategies fulfill their unique goals.

Hiring Process

Candidates with a proven track record in sales and business acumen are encouraged to apply. The selection process focuses on identifying individuals who demonstrate a strong community presence, an established network, and a tireless focus on the client experience. Unlicensed candidates are considered but must be prepared to obtain the required Series 7, 66, and Insurance licenses within 90 days of starting.

Equal Opportunity

J.P. Morgan is an equal opportunity employer. We are committed to building a diverse workforce and consider qualified applicants regardless of background.

Work location

Work model: On-site

1938, West 80th Street, West Eighties, Detroit-Shoreway, Detroit - Shoreway, Cleveland, Cuyahoga County, Ohio, 44102, United States

Cleveland, 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_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_circleEnsure proposed solutions fulfill client needs through holistic goals-based planning
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.

Skills, education and keywords

Skills: Series 7, Series 66, Insurance Licenses, Cfa, CFP, Wealth Planning, Equity Markets, Fixed Income Markets, Hedge Funds, Private Equity.

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

A Private Banker - Vice President or Executive Director at JPMorganChase is responsible for the following: 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 Manage and maintain client relationships by earning trust and delivering exceptional experiences.

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 1938, West 80th Street, West Eighties, Detroit-Shoreway, Detroit - Shoreway, Cleveland, Cuyahoga County, Ohio, 44102, 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; Wealth Planning; Equity Markets; and Fixed Income Markets.

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.

Private Banker - Vice President or Executive Director