JPMorgan Chase
U.S. Private Bank – Private Banker – Executive Director or Vice President (Columbus, OH)
Columbus, OH · Director · Full-time · Posted Oct 23, 2024
- Experience
- Six plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required.
About the job
Advise families on building, preserving, and managing wealth while maintaining client relationships and acquiring new business.
What you'll do
- Manage client relationships and provide targeted advice and solutions.
- Advise on investments, wealth planning, credit, banking, and clients’ overall balance sheets.
- Acquire new assets and partner with internal specialists to deliver holistic advice.
What they ask for
- 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 must obtain them within 90 days of start date.
- Proven sales success, strong business acumen, and experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
Nice to have
- MBA, JD, CFA, or CFP.
- In-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Model-written summary · the original posting is authoritative