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

Min 6 yrs required

Full-time

No

. Private Bank – Private Banker – Vice President

. Morgan Asset & Wealth Management is looking for an experienced, knowledgeable, and motivated Vice President to join their . Private Bank team in Chicago, IL. As a Private Banker, the VP will be responsible for managing and maintaining relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.

Responsibilities:

- 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, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Connect clients across all lines of business of . 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; MBA, JD, CFA, or CFP preferred
- 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:

- 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

Salary and Benefits

JPMorgan Chase & Co. offers a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, they offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. They 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.

Job Opportunity Summary

Company is looking for an experienced, knowledgeable, and motivated Vice President to join their . Private Bank team in Chicago, IL. As a Private Banker, the VP will be responsible for managing and maintaining relationships with clients, driving business results and acquiring new assets, and providing advice on their overall balance sheet. The successful candidate must have six plus years of work experience in Private Banking or Financial Services, a Bachelor’s Degree (MBA, JD, CFA, or CFP preferred), and Series 7, 66 and Insurance licenses required for position. They will also need to demonstrate strong community presence with an established network, experience or understanding of investments, wealth planning, credit and banking concepts, and the ability to focus on the client experience.

In return, Company offers a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, they offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. They also offer a range of benefits and programs to meet employee needs, based on eligibility.

Job Title: . Private Bank – Private Banker – Vice President
Experience: 6+ Years
Location: Chicago, IL, United States
Salary: Competitive

About Company

Company is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the . Morgan and Chase brands. They recognize that their people are their strength and the diverse talents and perspectives that they bring to their global workforce are directly linked to their success. They are an equal opportunity employer and place a high value on diversity and inclusion at their company.

The Asset & Wealth Management team delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through their global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Not Specified

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

Not Specified

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

Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred

Online

Qualification and Experience Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred, Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

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