U.S. Private Bank – Private Banker – Vice President

Location: Cincinnati, OH, United States

Job Family: Client Advisory

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a proud history of delivering innovative solutions to our clients. The U.S. Private Bank is at the forefront of our wealth management division, providing unparalleled advisory services to high net worth individuals and families. As a Private Banker – Vice President in our Cincinnati office, you will join a dynamic team dedicated to offering holistic financial advisement that encompasses investment management, estate planning, lending, and philanthropic strategies. This role is pivotal in helping clients navigate complex financial landscapes, leveraging JPMorgan's vast resources and expertise to achieve their unique goals in a rapidly evolving market. In this client-facing position, you will serve as the primary advisor to ultra-high-net-worth clients, building enduring relationships through personalized service and deep market insights. Responsibilities include conducting comprehensive financial reviews, recommending tailored investment portfolios, and coordinating with specialists across JPMorgan's ecosystem to deliver integrated solutions. You will thrive in a collaborative environment, utilizing proprietary tools and data analytics to monitor performance and anticipate client needs. Based in Cincinnati, OH, you will contribute to growing our regional presence while upholding the firm's commitment to integrity, innovation, and excellence in private banking. We seek seasoned professionals passionate about wealth preservation and growth, with a proven ability to drive client satisfaction and business development. Joining JPMorgan Chase means becoming part of a world-class institution that invests in your professional growth through robust training, mentorship, and career advancement opportunities. If you are ready to make a meaningful impact on the financial futures of elite clients, apply today to elevate your career in one of the most prestigious private banking teams in the industry.

Key Responsibilities

• Deliver personalized, holistic financial advice to high net worth clients, focusing on investment management, wealth preservation, and growth strategies
• Build and maintain long-term relationships with ultra-high-net-worth individuals, families, and trusts, identifying opportunities to deepen client engagement
• Collaborate with JPMorgan Chase's network of specialists in areas like lending, philanthropy, and family office services to provide comprehensive solutions
• Conduct in-depth financial assessments and develop customized wealth plans aligned with clients' goals and risk tolerances
• Monitor portfolio performance and market trends, proactively advising on adjustments to optimize returns and mitigate risks
• Source new business through referrals, networking, and leveraging JPMorgan's brand in the Cincinnati region
• Ensure compliance with regulatory standards, including SEC, FINRA, and internal JPMorgan policies
• Participate in team meetings and contribute to the U.S. Private Bank's strategic initiatives for client acquisition and retention
• Educate clients on JPMorgan's proprietary tools and platforms for real-time portfolio access and reporting
• Foster a culture of excellence in client service, embodying JPMorgan Chase's commitment to integrity and innovation

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 7-10 years of experience in private banking, wealth management, or high net worth client advisory within the financial services industry
• Active Series 7 and Series 66 (or equivalent) securities licenses, or willingness to obtain within 90 days
• Proven track record of managing client portfolios exceeding $50 million in assets under management
• Strong understanding of holistic financial planning, including investment strategies, estate planning, and tax considerations
• Experience with ultra-high-net-worth individuals and families in the U.S. market
• Ability to thrive in a fast-paced, client-centric environment at a leading global financial institution like JPMorgan Chase

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Prior experience working with JPMorgan Chase or a comparable bulge-bracket firm
• Familiarity with alternative investments and sustainable finance options
• Bilingual proficiency in English and Spanish or another language relevant to Cincinnati's diverse client base
• Demonstrated leadership in client relationship management teams

Required Skills

• Expertise in financial modeling and portfolio analysis using tools like Bloomberg or FactSet
• Proficiency in CRM systems such as Salesforce for client relationship management
• Deep knowledge of investment products including equities, fixed income, alternatives, and ESG-focused assets
• Strong analytical skills for assessing market risks and economic indicators
• Excellent communication and presentation skills for articulating complex financial concepts
• Relationship-building abilities to cultivate trust with high net worth clients
• Regulatory compliance knowledge specific to U.S. banking and securities laws
• Strategic thinking for developing long-term wealth management plans
• Technical proficiency in Microsoft Office Suite, particularly Excel for financial reporting
• Adaptability to evolving financial regulations and client needs
• Team collaboration skills for working with cross-functional JPMorgan teams
• Discretion and ethical judgment in handling sensitive client information
• Negotiation skills for structuring bespoke financial solutions
• Time management to balance multiple client portfolios effectively
• Cultural sensitivity to serve diverse high net worth clientele in Cincinnati

Benefits

• Competitive base salary with performance-based bonuses and incentives tied to client acquisition and retention
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through JPMorgan's internal training programs and tuition reimbursement
• Access to exclusive employee perks such as wellness programs, gym memberships, and financial counseling services
• Relocation assistance for eligible candidates moving to Cincinnati, OH
• Stock purchase plan allowing participation in JPMorgan Chase equity

JP Morgan Chase is an equal opportunity employer.