Elite Private Banker: Wealth Strategy & Client Growth

JPMorgan Chase; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation package

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. seeks a seasoned Private Banker to advise families on building, preserving and managing their wealth. You will leverage investments, wealth planning, credit and banking expertise to guide current clients and attract new relationships.

You will work with a local team and an institutional platform that offers resources, specialists and an ownership mindset to help you deliver holistic, goals-based strategies for clients now and in the future.

Qualifications

• 10+ years of work experience in Private Banking or Financial Services
• Bachelor's Degree required
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client's behalf

Responsibilities

• 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 JPMorgan 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

Skills

Proven sales success

Strong community presence

Client relationship management

Financial services knowledge

Education

Bachelor's Degree

MBA

JD

CFA

CFP

Job description

JPMorgan Chase & Co. seeks a seasoned Private Banker to advise families on building, preserving and managing their wealth. You will leverage investments, wealth planning, credit and banking expertise to guide current clients and attract new relationships.

You will work with a local team and an institutional platform that offers resources, specialists and an ownership mindset to help you deliver holistic, goals-based strategies for clients now and in the future.