International Private Bank- Private Banker- Executive Director

JPMorgan Chase & Co.; San Francisco (CA); Vor Ort; USD 150.000 - 200.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Prospecting and acquiring private banking clients

Wealth management

Investment management

Fluent in English and Mandarin

Ausbildung

Bachelor's Degree

Jobbeschreibung

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required qualifications, capabilities and skills:

• Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Asia Market
• Fluent in English and Mandarin
• Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Available to travel internationally to serve off‑shore international clients
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Bachelor’s Degree required