Elite Private Banker - Executive Director / VP

Aumni; Boston (MA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread is seeking a Private Banker to work with J.P. Morgan’s U.S. Private Bank in Boston. You will be responsible for advising clients on wealth management, ensuring an exceptional client experience while driving new client acquisition.

The ideal candidate has over seven years of experience in private banking or financial services, holds a Bachelor's Degree, and has the necessary financial licenses. Excellent communication skills and a proven sales record are expected.

Qualifications

• Seven plus years of work experience in Private Banking or Financial Services.
• Strong business acumen and proven sales success.
• Experience or demonstrated understanding of investments and wealth planning.

Responsibilities

• Manage and maintain client relationships to provide exceptional client experience.
• Generate business results through existing and new client acquisition.
• Advise clients on asset allocation and investment management.

Skills

Private Banking experience

Financial Services knowledge

Client experience focus

Sales success

Critical thinking

Education

Bachelor's Degree

Tools

Series 7, 66 licenses

Insurance licenses

Job description

TwinThread is seeking a Private Banker to work with J.P. Morgan’s U.S. Private Bank in Boston. You will be responsible for advising clients on wealth management, ensuring an exceptional client experience while driving new client acquisition.

The ideal candidate has over seven years of experience in private banking or financial services, holds a Bachelor's Degree, and has the necessary financial licenses. Excellent communication skills and a proven sales record are expected.