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JPMorgan Chase1 day ago

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

On-site · Denver, Colorado, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Financial Services

Job Summary

Advising families on building, preserving and managing wealth within J.P. Morgan’s U.S. Private Bank. You will use knowledge of investments, financial planning, credit and banking to advise clients on balance sheet management, asset allocation, investment management, and holistic planning while generating new client acquisition. You will work with internal specialists and connect clients across lines of business, ensuring solutions meet short-, medium-, and long-term objectives, all while adhering to risk and control policies. The role requires six-plus years in private banking or financial services, a Bachelor’s degree, and Series 7/66 and insurance licenses (licenses to be obtained within 90 days if not already held). Strong sales, a robust professional network, and knowledge of equity, fixed income, and alternative investments are preferred; MBA/JD/CFA/CFP are encouraged for advancement, and the candidate should excel in client experience, presentation, and organizational skills.

Required Qualifications

  • 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
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JPMorgan Chase

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

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