Overview
JPMorgan Chase is seeking highly capable, collaborative professionals to deliver a premier client experience in the U.S. Private Bank. If you possess an entrepreneurial mindset and are motivated to continuously challenge yourself, this environment offers opportunities for growth through collaboration with colleagues across markets, businesses and functions. As a Private Banker in the U.S. Private Bank, you will guide families on building, preserving and managing wealth, applying your knowledge of investments, financial planning, credit and banking to advise current clients on all balance sheet aspects and to generate new client engagement. You will be part of a local team and supported by an institutional platform that provides resources, specialists and intellectual capital to help clients achieve their goals.
Location
Indianapolis, IN 46204
Job Responsibilities
- Manage and maintain client relationships by earning trust, understanding client needs, delivering targeted guidance, developing thoughtful solutions and providing an exceptional client experience
- Drive business results and grow assets from both 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 proposed solutions meet 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
- Six or more years of experience in private banking or financial services
- Bachelor's Degree required
- Series 7, 66 and Insurance licenses required for the position; unlicensed candidates will be considered, but must obtain the licenses within 90 days of the start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focus on the client experience and work diligently on the client's behalf
Preferred Qualifications, Capabilities, and Skills
- MBA, JD, CFA, or CFP preferred
- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional who communicates with clarity and possesses exceptional presentation skills
- Strong organizational skills and a disciplined, methodical approach to business
- Experience and in-depth knowledge of equity and fixed income markets and alternative investments, including hedge funds, private equity and real estate
About JPMorgan Chase & Co.
JPMorgan Chase & Co. is a long-standing financial institution offering innovative solutions to a wide range of clients, spanning individuals, small businesses, and corporate, institutional and government entities under the JPMorgan Chase and Chase brands. With a history spanning more than two centuries, the firm is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We provide a competitive total rewards package that includes base salary aligned with the role, experience, skills and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognizing individual achievements and contributions. We offer a comprehensive benefits program including health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Details about total compensation and benefits are shared during the hiring process. We value diversity and inclusion as a core strength and are an equal opportunity employer. Reasonable accommodations are provided for religious practices and beliefs as well as mental or physical disability needs. For more information on accommodations, please review our FAQs.
Compensation and Benefits
Base salary is determined based on the role, experience, skills, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions. In addition, a range of benefits and programs are available to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Further details about total compensation and benefits are provided during the hiring process.
Equal Opportunity and Diversity
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate based on protected attributes, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected by applicable law. We provide reasonable accommodations for applicants and employees with religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise across asset classes through a global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth to better define, focus and realize their goals.