U.S. Private Bank - Private Banker - Executive Director Job Jacksonville area,Florida USA,Finance & Banking

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Job Description

We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses, and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving, and managing their wealth. You will use your knowledge of investments, financial planning, credit, and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team supported by an institutional platform with resources, specialists, and intellectual capital to help you advise clients on achieving their goals.

Job Responsibilities

Manage and maintain relationships with clients by earning trust, understanding client needs, providing targeted advice, developing solutions, and delivering an exceptional client experience.

Generate business results and acquire new assets, both from existing clients 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 solutions fulfill clients' needs and objectives through a holistic goals-based planning approach.

Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.

Required Qualifications, Capabilities, and Skills

Six or more years of 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.

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 working tirelessly on clients’ behalf.

Preferred Qualifications, Capabilities, and Skills

MBA, JD, CFA, or CFP preferred.

Proactive, takes initiative, and uses critical thinking to solve problems.

Credible professional with clarity in communication and exceptional presentation skills.

Strong organizational skills and disciplined approach.

In-depth knowledge of equity, fixed income markets, and alternative investments like Hedge Funds, Private Equity, and Real Estate.

About Us

JPMorgan

Chase, with over 200 years of history, offers innovative financial solutions to consumers, small businesses, and prominent clients worldwide. We are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

Our total rewards package includes a base salary, potential commissions, incentive compensation, and benefits such as health care, retirement plans, wellness centers, tuition reimbursement, and more. We value diversity and inclusion and are an equal opportunity employer, making reasonable accommodations for applicants’ and employees’ needs.

About The Team

J.P. Morgan Asset & Wealth Management provides investment management and private banking solutions, helping clients define and achieve their financial goals.

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