Wealth Management - Private Bank - Banker - Vice President - Salt Lake City, Utah
Compensation: $205,500.00 - $205,500.00 /year *
Employment Type: Full-Time
Industry: Financial Services - Banking/Investment/Finance
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J.P. Morgan Chase & Co. is a leading global financial services firm
with assets of more than $2.7 trillion, over 240,000 employees and operations
in over 60 countries. It operates across four business segments including Asset
& Wealth Management, Corporate and Investment Banking, Commercial Banking
and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in
investment and wealth management. Its clients include institutions,
high-net-worth individuals and retail investors in every major market
throughout the world. The division offers investment management across all
major asset classes including equities, fixed income, alternatives, multi-asset
and money market funds. For individual investors, the business also provides
retirement products and services, brokerage and banking services including
trusts and estates, loans, mortgages and deposits.
Private Bank advises the
world s wealthiest families and helps them achieve their desired goals. Our
teams of Advisors deliver advice, solutions and services across investments,
wealth planning, credit and banking to help clients build, preserve and manage
their wealth over time.
The U.S. Private Bank advises families across the U.S. through 45
offices and represents one of the largest growth opportunities for J.P. Morgan
Chase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney as
the #1 Private Bank Overall in North America.
The Banker is the face of J.P. Morgan s Private Bank and leads new
client acquisition and retention through a broad knowledge of investments,
banking, trust services and financial planning. This role is primarily
responsible for the client experience and engaging our resources to deliver a
complete wealth management solution.
implement investment, banking and trust/estate products to core clients Leverage and
coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and
Wealth Advisor) to provide interdisciplinary expertise for our most complex
account to ensure that the client has a completed profile, is introduced to the
appropriate product specialists and that accounts are properly maintained and
with clients and effectively manage relationshipsEnsure that
the proposed products and services maximize the clients' needs, goals and
guidance to junior staff
Seven plus years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families Bachelors Degree required; MBA, JD, CFA, or CFP preferredSeries 7& 63 licenses required for position; unlicensed candidates considered but required to obtain licenses within 120 days of start dateProven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referralsExperience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunitiesConnections within Private Banking core client space and professional centers of influence Coachable professional with good business sense and an energetic/dynamic personalityStrong relationship management and team building skills; views team concept as critical to model
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.
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