U.S. Private Bank - Private Banker - Vice President or Executive Director
On-site · Oklahoma City, Oklahoma, United States
Job Summary
Private Banker in JPMorgan Chase’s U.S. Private Bank advises families on building, preserving and managing wealth. You will manage client relationships, generate new assets, advise on balance sheets including asset allocation, investments and credit/banking needs, and partner with internal specialists to deliver holistic, goals-based planning while adhering to risk and control policies. You will connect clients across lines of business and strive to deliver exceptional client experiences for high-net-worth individuals and families.
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)
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or understanding of investments, wealth planning, credit and banking concepts
- Focus on client experience and serving clients' needs
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