Global Private Banking MD - Wealth Strategy Leader

Aumni; United States; On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan is seeking a talented Private Banker to advise families on managing their wealth. In this role, you will be responsible for building and maintaining client relationships, offering tailored financial advice, and generating new client acquisition.

Minimum six years in Private Banking is essential, along with a Bachelor's degree and necessary licenses. The successful candidate will excel in a client-focused environment and leverage their expertise in investments and financial planning.

Qualifications

• Minimum six years of experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses are required.
• Strong business acumen and proven sales success.

Responsibilities

• Manage and maintain relationships with clients.
• Advise clients on their overall balance sheet.
• Generate business results and acquire new assets.

Skills

Private Banking

Financial Services

Client Experience Focus

Sales Success

Networking

Investment Knowledge

Mandarin Fluency

Education

Bachelor’s Degree

Job description

J.P. Morgan is seeking a talented Private Banker to advise families on managing their wealth. In this role, you will be responsible for building and maintaining client relationships, offering tailored financial advice, and generating new client acquisition.

Minimum six years in Private Banking is essential, along with a Bachelor's degree and necessary licenses. The successful candidate will excel in a client-focused environment and leverage their expertise in investments and financial planning.