U.S. Private Bank - Private Banker - Vice President
On-site · Rochester, New York, United States
Job Summary
Private Banker in J.P. Morgan’s U.S. Private Bank builds and preserves families' wealth by advising on balance-sheet needs, asset allocation, investment management, wealth planning, credit and banking. Responsible for managing client relationships, generating new assets, collaborating with internal specialists, and connecting clients across lines of business while adhering to risk and control policies; requires deep knowledge of investments, wealth planning, credit and banking concepts and a track record of sales success.
Required Qualifications
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree
- Series 7, 66 and Insurance licenses required
- proven sales success
- strong business acumen
- experience or understanding of investments, wealth planning, credit and banking concepts
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