Elite Private Banking Advisor: Wealth Strategy & Growth

Next Frontier Capital; Greenwich (CT); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in Greenwich, CT seeks an experienced Private Banker to advise families on wealth management, investments and balance sheet optimization.

You will expand the client base, collaborate with specialists and uphold rigorous risk and regulatory standards while delivering a high-touch client experience. The role requires a track record in private banking, relevant licenses, and strong community networks; the team supports growth with a comprehensive platform and opportunities

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Strong sales results and business acumen.
• Proven understanding of investments, wealth planning, credit and banking concepts.
• Focus on delivering an exceptional client experience.
• Established local network and community presence.

Responsibilities

• Manage and maintain relationships with clients and deliver targeted advice.
• Acquire new assets and drive business results.
• Advise on balance sheets, asset allocation, wealth planning and banking needs.
• Collaborate with internal specialists to deliver holistic solutions.
• Ensure solutions align with client goals across short to long term.

Skills

Private Banking experience

Sales success

Business acumen

Networking

Client-focused

Investments knowledge

Wealth planning experience

Credit & banking concepts

Education

Bachelor’s Degree

MBA (preferred)

JD/CFA/CFP (preferred)

Job description

JPMorgan Chase & Co. in Greenwich, CT seeks an experienced Private Banker to advise families on wealth management, investments and balance sheet optimization.

You will expand the client base, collaborate with specialists and uphold rigorous risk and regulatory standards while delivering a high-touch client experience. The role requires a track record in private banking, relevant licenses, and strong community networks; the team supports growth with a comprehensive platform and opportunities