Elite Private Banker – Wealth Growth & Planning

Testing Site - JPMC; New Orleans (LA); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

J.P. Morgan's U.S. Private Bank is seeking a seasoned Private Banker to advise families on building, preserving and managing wealth.

You will work with a local team and leverage an institutional platform to provide comprehensive balance sheet solutions. The role requires deep knowledge of investments, wealth planning, credit and banking, with a track record of sales success and a broad professional network.

Formación

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or to obtain within 90 days of start date.

Responsabilidades

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Conocimientos

Private Banking

Financial Services

Sales experience

Client relationship management

Wealth management

Educación

Bachelor’s Degree

Descripción del empleo

J.P. Morgan's U.S. Private Bank is seeking a seasoned Private Banker to advise families on building, preserving and managing wealth.

You will work with a local team and leverage an institutional platform to provide comprehensive balance sheet solutions. The role requires deep knowledge of investments, wealth planning, credit and banking, with a track record of sales success and a broad professional network.