U.S. Private Bank – Private Banker – Vice President
On-site · Miami, Florida, United States
Job Summary
Private Banker – Vice President at JPMorgan Chase & Co.’s U.S. Private Bank: responsible for advising high-net-worth families on building, preserving and managing wealth; manage client relationships, acquire new assets, provide holistic balance-sheet solutions including asset allocation, investment management, wealth planning, credit and banking needs; collaborate with internal specialists and connect clients across lines of business; adhere to risk and control policies while delivering an exceptional client experience. Requires Bachelor's Degree, Series 7 and 66 plus Insurance licenses (licenses must be obtained within 90 days if not held initially); MBA/JD/CFA/CFP preferred. Location: Miami, FL, USA.
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; unlicensed candidates considered but must 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
Desired Qualifications
- MBA, JD, CFA, or CFP preferred
- Strong presentation and communication skills
- Dynamic and credible professional who can clearly articulate investment and wealth-management concepts
- Experience with equity and fixed income markets, hedge funds, private equity, real estate would be a plus
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