U.S. Private Bank - Private Banker - Vice President
On-site · Greenwich, Connecticut, United States
Job Summary
Private Banker – Vice President responsible for advising families on building, preserving and managing wealth within J.P. Morgan’s U.S. Private Bank. You will manage client relationships, generate new assets from existing clients and prospect new business, advise on overall balance sheets including asset allocation, investments, wealth planning, credit and banking, and collaborate with internal specialists to deliver holistic, goals-based solutions while adhering to risk and control policies. Strong focus on client experience, business development, and cross-selling across lines of business; requires demonstrated sales success and comprehensive knowledge of investments, wealth planning, credit, and banking.
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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.