Location: NY, United States

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. Morgans International  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 International 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 both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities:

  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
  Generate 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 clients' 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

Required qualifications, capabilities and skills:

  15 plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Canada Market
  Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  Available to travel internationally to serve off-shore international clients 
  Strong community presence with an established network 
  Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts 
  Bachelors Degree required

Join a team delivering premiere service to high net worth clients through holistic financial advisement.