U.S. Private Bank - Private Banker - Vice President or Executive Director

Location: Oklahoma City, OK, United States

Job Family: Client Advisory

About the Role

At J.P. Morgan Private Bank, we are seeking a seasoned Private Banker at the Vice President or Executive Director level to join our Oklahoma City team. This role is pivotal in delivering exceptional, personalized financial advisory services to ultra-high net worth individuals and families across the region. As a key member of our Client Advisory group, you will embody J.P. Morgan's commitment to excellence by crafting bespoke wealth management strategies that encompass investment advisory, lending solutions, trust and estate planning, and philanthropic guidance. Leveraging the firm's unparalleled global resources and expertise, you will help clients navigate complex financial landscapes to achieve their long-term objectives, all while fostering enduring relationships built on trust and integrity. In this client-facing position, you will conduct in-depth assessments of clients' financial situations, risk tolerances, and goals to recommend tailored portfolios and holistic plans. You will collaborate seamlessly with J.P. Morgan's network of specialists, including investment strategists, credit officers, and tax advisors, to provide integrated solutions that drive superior outcomes. Business development is a core aspect, where you will identify growth opportunities within the Oklahoma market, participate in networking events, and deliver educational seminars to position J.P. Morgan as the premier choice for high net worth advisory. Compliance and risk management are paramount, ensuring all recommendations adhere to SEC, FINRA, and internal standards while safeguarding client interests. The ideal candidate thrives in a dynamic environment, combining deep industry knowledge with a passion for client success. This role offers the opportunity to contribute to J.P. Morgan's legacy of innovation in private banking, with access to cutting-edge tools and professional growth opportunities. Join us in Oklahoma City to make a meaningful impact on the financial futures of our valued clients.

Key Responsibilities

• Develop and maintain long-term relationships with high net worth clients in Oklahoma City, providing holistic financial advice tailored to their unique needs
• Conduct comprehensive financial planning, including investment management, retirement strategies, estate planning, and philanthropy advisory
• Collaborate with J.P. Morgan specialists in lending, investments, and trust services to deliver integrated solutions
• Identify and pursue new business opportunities to grow the client book and assets under management
• Monitor portfolio performance and market trends, adjusting strategies to optimize client outcomes
• Ensure compliance with all regulatory and internal J.P. Morgan policies in client interactions and documentation
• Lead client meetings, presentations, and seminars to educate on wealth preservation and growth opportunities
• Partner with internal teams to leverage J.P. Morgan's global resources for customized advisory services
• Analyze client financial data using advanced tools to provide data-driven recommendations

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, Series 66 (or 63 and 65), and Life and Health Insurance licenses
• Proven track record of managing client portfolios exceeding $50 million in assets under management
• In-depth knowledge of investment products, estate planning, tax strategies, and credit solutions
• Strong understanding of regulatory requirements including SEC, FINRA, and banking compliance standards
• Experience working with ultra-high net worth individuals and families in the U.S. market

Preferred Qualifications

• Advanced degree such as MBA or JD, or certifications like CFP or CFA
• Prior experience at a premier financial institution like JP Morgan Chase or a Big Four bank
• Demonstrated success in business development and client acquisition in the Oklahoma region
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Familiarity with J.P. Morgan's proprietary wealth management platforms and tools

Required Skills

• Expertise in financial modeling and portfolio analysis
• Proficiency in wealth management software such as Bloomberg or J.P. Morgan's internal platforms
• Strong analytical skills for assessing market risks and opportunities
• Excellent communication and presentation skills for client interactions
• Relationship-building and networking abilities to attract and retain clients
• Knowledge of tax-efficient investment strategies and estate planning
• Regulatory compliance and risk management expertise
• Leadership and team collaboration skills
• Data interpretation and reporting using tools like Excel and Tableau
• Adaptability to evolving financial regulations and market conditions
• Client-centric problem-solving approach
• Discretion and ethical judgment in handling sensitive financial information
• Sales acumen for business development
• Technical proficiency in CRM systems like Salesforce

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Oklahoma City

JP Morgan Chase is an equal opportunity employer.