Executive Director, Private Banking & Wealth Advisory

JPMorganChase; New York (NY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm seeks an experienced Private Banker to manage client relationships and provide tailored financial advice. This full-time role requires over six years of experience in Private Banking or Financial Services, a Bachelor's degree, and relevant licenses. The ideal candidate will excel in client relations and have a strong understanding of investments, wealth planning, and financial services.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required, unlicensed candidates considered.
• Strong organizational skills and a disciplined approach to business.

Responsibilities

• Manage and maintain client relationships to earn trust and provide targeted advice.
• Advise clients on their balance sheet, investment management, and credit needs.
• Generate business results and acquire new assets.

Skills

Sales success

Client experience focus

Community presence

Wealth planning knowledge

Credit and banking understanding

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

A leading financial services firm seeks an experienced Private Banker to manage client relationships and provide tailored financial advice. This full-time role requires over six years of experience in Private Banking or Financial Services, a Bachelor's degree, and relevant licenses. The ideal candidate will excel in client relations and have a strong understanding of investments, wealth planning, and financial services.