U.S. Private Bank - Private Banker - Vice President
On-siteRaleigh, North Carolina, United States
Raleigh, North Carolina, United StatesOn-siteFull TimeSenior LevelBachelors DegreeFinancial ServicesEnterprise
Full TimeSenior LevelBachelors DegreeEnterpriseFinancial Services
Job Summary
Manage client relationships by earning trust, understanding needs, and delivering targeted advice on asset allocation, investment management, and wealth planning. Generate business results through new client acquisition while advising on credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise and connect clients across all lines of business of J.P. Morgan Chase & Co. Ensure solutions fulfill short, medium, and long-term objectives through a holistic goals-based approach while strictly adhering to risk, control, and regulatory policies.
Required Qualifications
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor's Degree
- Series 7, 66 and Insurance licenses
- Proven sales success
- 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
Desired Qualifications
- MBA, JD, CFA, or CFP
- 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
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