Global Private Banking Executive Director - Wealth Advisory

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading financial institution in San Francisco is seeking an experienced Private Banker to join its International Private Bank. In this role, you will be responsible for advising ultra-high net worth individuals and families on wealth management, including investments and financial planning. You will need over eight years of experience in private banking and fluency in both English and Mandarin. This opportunity offers a dynamic work environment with extensive support for client acquisition and relationship management.

Qualifications

• 8+ years of experience in private banking or wealth management with ultra-high net worth individuals.
• Fluency in English and Mandarin is required.
• Series 7, 66 licenses required, or must obtain within 90 days.

Responsibilities

• Manage relationships with clients to provide exceptional service.
• Advise clients on their overall balance sheet including investments and banking needs.
• Develop solutions based on clients' needs.

Skills

Prospecting and acquiring private banking clients

Wealth management

Investment management

Fluent in English and Mandarin

Education

Bachelor's Degree

Job description

A leading financial institution in San Francisco is seeking an experienced Private Banker to join its International Private Bank. In this role, you will be responsible for advising ultra-high net worth individuals and families on wealth management, including investments and financial planning. You will need over eight years of experience in private banking and fluency in both English and Mandarin. This opportunity offers a dynamic work environment with extensive support for client acquisition and relationship management.