U.S. Private Bank - Private Banker - Vice President

JPMorgan Chase • Palm Beach, FL • 2d ago

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will 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.

Job Responsibilities

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

Generate business results and acquire new assets, both from existing client base and new client acquisition

Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs

Partner with internal specialists to provide interdisciplinary expertise to clients when needed

Connect your clients across all lines of business of J.P. Morgan Chase & Co.

Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

Six plus years of work experience in Private Banking or Financial Services

Bachelor's Degree required

Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

Proven sales success and strong business acumen

Strong community presence with an established network

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

Preferred Qualifications, Capabilities, and Skills

MBA, JD, CFA, or CFP preferred

Proactive, takes initiative, and uses critical thinking to solve problems

Dynamic and credible professional who communicates with clarity and has exceptional presentation skills

Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Similar Jobs

Personal Banker Associate I (West Palm)

Fifth Third Bank, N.A. • West Palm Beach, FL • 1d ago

Finance, Accounting & Banking

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended...

1d ago

Go to Apply

Middle Market Banker II

Truist • West Palm Beach, FL • 1d ago

Finance, Accounting & Banking

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w...

1d ago

Go to Apply

Accountant - ADV

Robert Half • Palm Beach Gardens, FL • 1d ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accountant to join our team on a long-term contract basis in Palm Beach Gardens, Florida. In this role, you will contribute to the smooth functioning of accounting operati...

1d ago

Go to Apply

Finance Associate

Sysco • Riviera Beach, FL • 2d ago

Finance, Accounting & Banking

JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions an...

2d ago

Go to Apply

Relationship Banker - Palm Beach North Market

Bank of America • North Palm Beach, FL • 5d ago

Finance, Accounting & Banking

Relationship Banker - Palm Beach North Market Palm Beach Gardens, Florida;Palm Beach Gardens, Florida; Jupiter, Florida; Jupiter, Florida; Jupiter, Florida; North Palm Beach, Florida To proceed with your application, you...

5d ago

Go to Apply

Accounts Payable Specialist

Robert Half • Riviera Beach, FL • 6d ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounts Payable Specialist to join our team in Riviera Beach, Florida. This role involves managing invoice processing, ensuring accuracy in financial records, and maintai...

6d ago

Go to Apply

Lead Commercial Banking Relationship Manager

Wells Fargo • West Palm Beach, FL • 6d ago

Finance, Accounting & Banking

About this role: Wells Fargo is seeking a Lead Commercial Banking Relationship to join our team in the South Florida Market, supporting business clients that have sales revenue up to $100MM. Learn more about the career a...

6d ago

Go to Apply

Taxi Crane Operator

Beyel Brothers • West Palm Beach, FL • 1w ago

Finance, Accounting & Banking

Job Location: West Palm Beach, FL Required: NCCCO Position Overview: We are currently looking for a talented Taxi Crane Operator to operate our fleet of taxi cranes. The successful candidate will be responsible for safel...

1w ago

Go to Apply

Business Banking Treasury Sales Specialist II

Citizens • West Palm Beach, FL • 1w ago

Finance, Accounting & Banking

Description The Business Banking Treasury Sales Specialist II is responsible for selling or refining the breadth of transaction services solutions to new and existing clients. The ultimate goal is to truly understand our...

1w ago

Go to Apply

Senior Accountant

Aston Carter • West Palm Beach, FL • 1w ago

Finance, Accounting & Banking

Job Title: Senior AccountantJob Description We are seeking a Senior Accountant to oversee and manage multiple entities within the corporate accounting department. This is an exciting opportunity to grow your career with...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.