Private Bank - Private Banker

Profile

Wealth Management - Private Bank - Private Banker - Vice President or Executive
Duties: The candidate will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill client's needs and objectives in the short, medium, and long term through a holistic goals-based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.

Company info

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