Executive Director, Private Banking – Elite Wealth Advisory

Next Frontier Capital; Orlando (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Job summary

JPMorgan Chase & Co. in the United States is seeking an experienced Private Banker to advise families on building, preserving and managing wealth. You will use your knowledge of investments, planning, credit and banking to support current clients and attract new assets.

You will work with a local team, collaborate with specialists, and uphold risk and regulatory standards while delivering a first-class client experience.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, Series 66 and Insurance licenses required; licenses must be obtained within 90 days if unlicensed.

Responsibilities

• Manage and maintain client relationships with trust and tailored advice.
• Generate business results and acquire new assets from existing clients and new acquisitions.
• Advise clients on overall balance sheet including asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise when needed.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure solutions meet client needs and objectives with a holistic planning approach.
• Adhere to risk, control policies and regulatory guidelines.

Skills

Private Banking experience

Series 7

Series 66

Insurance licenses

Education

Bachelor's Degree

MBA

JD

CFA

CFP

Job description

JPMorgan Chase & Co. in the United States is seeking an experienced Private Banker to advise families on building, preserving and managing wealth. You will use your knowledge of investments, planning, credit and banking to support current clients and attract new assets.

You will work with a local team, collaborate with specialists, and uphold risk and regulatory standards while delivering a first-class client experience.