Executive Private Banker & Wealth Strategy Leader

JPMorgan Chase & Co.; Denver (CO); On-site; USD 120,000 - 250,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an experienced Private Banker in the U.S. Private Bank to advise families on wealth building, preservation and balance-sheet management.

You will work with a local team and leverage an institutional platform to deliver tailored solutions across investments, planning, credit and banking. The role requires 15+ years in private banking, a Bachelor’s degree, and Series 7/66 licenses (orto obtain within 90 days).

Qualifications

• Fifteen plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses 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 client relationships with trust and insight to deliver exceptional experiences.
• Generate assets and acquire new clients from existing base and new acquisitions.
• Advise on balance sheet, asset allocation, investments, wealth planning and credit needs.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Connect clients across all JP Morgan Chase lines of business.
• Ensure solutions meet clients' short-, medium-, and long-term goals.
• Adhere to risk and control policies, and regulatory guidelines.

Skills

Client relations

Financial advisory

Investment knowledge

Sales excellence

Series 7/66

Strong network

Education

Bachelor's degree

Tools

Series 7

Series 66

Job description

JPMorgan Chase & Co. is seeking an experienced Private Banker in the U.S. Private Bank to advise families on wealth building, preservation and balance-sheet management.

You will work with a local team and leverage an institutional platform to deliver tailored solutions across investments, planning, credit and banking. The role requires 15+ years in private banking, a Bachelor’s degree, and Series 7/66 licenses (orto obtain within 90 days).