Family Wealth Advisor & Relationship Lead

JPMorganChase; Philadelphia (Philadelphia County); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive rewards package

Comprehensive benefits

Job summary

A leading global financial institution is seeking a highly motivated Private Banker to manage client relationships and advise on wealth building and preservation. The ideal candidate will have over three years in Private Banking or Financial Services, a Bachelor’s degree, and strong sales acumen. Required licenses include Series 7 and 66. This role offers a competitive rewards package and the opportunity to work collaboratively within a diverse team.

Qualifications

• Three+ years in Private Banking or Financial Services.
• Client-centric focus, committed to client success.
• Understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain client relationships.
• Generate business results, acquire new assets.
• Advise clients on balance sheet and investment management.

Skills

Private Banking or Financial Services experience

Client-centric focus

Sales success

Strong business acumen

Education

Bachelor’s degree

MBA, JD, CFA, or CFP preferred

Tools

Series 7 and 66 licenses

Insurance licenses

Job description

A leading global financial institution is seeking a highly motivated Private Banker to manage client relationships and advise on wealth building and preservation. The ideal candidate will have over three years in Private Banking or Financial Services, a Bachelor’s degree, and strong sales acumen. Required licenses include Series 7 and 66. This role offers a competitive rewards package and the opportunity to work collaboratively within a diverse team.