Bilingual UHNW Private Banking Team Lead

Fairygodboss; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. in New York City seeks a Senior Private Banker to manage UHNW relationships, deliver comprehensive wealth advice, and drive business growth. You will collaborate across markets and functions to provide holistic planning and tailored solutions.

The role requires deep knowledge of investments, wealth planning, and risk management, with leadership responsibilities and a client-first mindset. A dynamic, high-performing team environment is offered.

Qualifications

• Ten plus years of work experience in Private Banking or Financial Services.
• Fluent in English and Spanish.
• Five plus years in a leadership position.
• Experience or understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and build UHNW relationships with clients, earning trust and delivering exceptional client experiences.
• Advise clients on overall balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Act as a business coach to help the team generate new business and share best practices.

Skills

Fluent English & Spanish

Private Banking experience

Leadership experience

Wealth management knowledge

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in New York City seeks a Senior Private Banker to manage UHNW relationships, deliver comprehensive wealth advice, and drive business growth. You will collaborate across markets and functions to provide holistic planning and tailored solutions.

The role requires deep knowledge of investments, wealth planning, and risk management, with leadership responsibilities and a client-first mindset. A dynamic, high-performing team environment is offered.