Job Details

Wealth Management- Private Bank - Client Adviser - Vice President

Company name

JPMorgan Chase & Co,

Organization Type


Job Type

Non-practicing Attorney

Date Last Verified

Nov 12,2019

Valid Through

Feb 25,2020

Posted on

Mar 09,2019

Years of Experience

Min 6 yrs required


Clayton, MO, United States

Employment Type



Practice Area
Corporate >> Corporate - Investment Company Act
Corporate >> Corporate - Private Equity
Finance >> Finance - Banking
Finance >> Finance - General
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Wealth Management- Private Bank - Client Adviser - Vice President
The candidate will 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; Drive 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, and 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 firm; 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 measure.

Qualification and Experience

The candidate must have 6+ years of work experience; Private Banking or Financial Services industry is preferred; Bachelors degree is required; MBA, JD, CFA, or CFP is preferred; Series 7 and 63 licenses are required for position; must be energetic and entrepreneurial business builder who thrives and excels in a competitive industry; must be proactive, takes initiative, and uses critical thinking to solve problems; Must have focuses on the client experience and works tirelessly on the client’s behalf; Must have proven sales success and strong business acumen; must be dynamic and credible professional who communicates with clarity and has exceptional presentation skills; Must have demonstrated strong organizational skills and applies a disciplined and organized approach throughout their business; Must have strong community presence with an established network; Must have experience or demonstrated understanding of investments, wealth planning, credit and banking concepts; Must have experience with an in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.

Additional info

Requisition id: 180112749

Company info

Hiring Coordinator
JPMorgan Chase & Co,
383 Madison Avenue
New York City, NY 10179

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