Executive Private Banker - Wealth Strategy Lead

JPMorganChase; Raleigh (NC); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase is seeking a motivated financial professional to manage client relationships in Raleigh, North Carolina. The ideal candidate will have over six years of experience in Private Banking or Financial Services, along with the necessary licenses.

Your role will involve providing exceptional client experiences while advising on investments and wealth planning. You'll collaborate with internal specialists to ensure comprehensive financial solutions for clients.

The position offers a competitive salary and comprehensive benefits.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required.
• Experience with asset allocation and credit concepts.

Responsibilities

• Manage and maintain relationships with clients, providing tailored advice.
• Generate business results through new client acquisition.
• Advise on overall balance sheet management.

Skills

Client relationship management

Financial services knowledge

Sales success

Strong community network

Education

Bachelor's Degree

Tools

Investment management

Wealth planning

Job description

JPMorganChase is seeking a motivated financial professional to manage client relationships in Raleigh, North Carolina. The ideal candidate will have over six years of experience in Private Banking or Financial Services, along with the necessary licenses.

Your role will involve providing exceptional client experiences while advising on investments and wealth planning. You'll collaborate with internal specialists to ensure comprehensive financial solutions for clients.

The position offers a competitive salary and comprehensive benefits.