U.S. Private Bank - National Client Development Banker

Job Description

Role Overview:
Focused on business development, with a strong emphasis on client acquisition and onboarding. This role involves leading with advice, being a subject matter expert, and coaching others. The Development Banker is responsible for identifying and capturing opportunities, taking prospects to committed clients, and implementing products and solutions. 

 

Key Responsibilities: 

• Partnership and Collaboration: Work closely with markets to identify and capture new client opportunities. Shares solutions and presents to market leadership. 
• Client Development: Primary focus of efforts on platform and product implementation, presenting wealth plans with solutions. 
• Origination and Onboarding: Lead the process of converting prospects into clients who are committed to working with JPMorgan at core market levels. 
• Coaching: Mentor other bankers in communication, change in direction, and client development strategies. 
• Metrics: Responsible for net new clients, Deposit/Investment flows, and the transfer of clients committed to growth. 

 

Required Skills and Qualifications: 

• Strong business development acumen and ability to convert prospects into clients.
• Track record of leading meetings with sophisticated clients and market leadership.
• Expertise in presenting solutions and implementing a deep breadth of PB products.
• Ability to lead and coach junior bankers/peers effectively.
• Proven track record in client acquisition and onboarding.
• Expertise and alignment to NCT growth verticals:
  • Fund adjacent (PLP and principals of PE/HF’s)
  • PB Employee client coverage
  • Workplace solutions and 10b5-1 plans
• Experience and in-depth knowledge of the equity and fixed income markets, alternative investments, including Hedge Funds, Private Equity, Real Estate, wealth planning and credit.
• Ability to work in fast paced environment and adapt to change.
• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 (or 63/65) and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, 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 under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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 that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​