Managing Director, Private Banker – Wealth Strategy

JPMorgan Chase & Co.; Washington (District of Columbia); On-site; USD 250,000 - 450,000; Full time

Job summary

JPMorgan Chase & Co. in Washington, DC seeks a Managing Director, Private Banker to advise families on building, preserving and managing wealth, using investments, wealth planning, credit and banking expertise to support current clients and acquire new assets.

You will work with a local team, supported by an institutional platform that provides resources, specialists and capital to help clients achieve their goals. A strong private banking track record and client-focused mindset are essential.

Qualifications

• Fifteen plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7 and 66 licenses required or pursued 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.
• Client-focused, delivering exceptional service.

Responsibilities

• Manage and maintain relationships with clients by earning trust and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on the balance sheet, including asset allocation, investment management and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise when needed.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions meet clients’ needs over the short, mid and long term.
• Strictly adhere to risk, regulatory guidelines and security measures.

Skills

Relationship management

Business development

Asset allocation

Investment management

Wealth planning

Credit and banking

Client experience

Education

Bachelor's Degree

MBA

CFA / CFP preferred

Tools

Series 7

Series 66

Job description

JPMorgan Chase & Co. in Washington, DC seeks a Managing Director, Private Banker to advise families on building, preserving and managing wealth, using investments, wealth planning, credit and banking expertise to support current clients and acquire new assets.

You will work with a local team, supported by an institutional platform that provides resources, specialists and capital to help clients achieve their goals. A strong private banking track record and client-focused mindset are essential.