Managing Director, Private Banking & Wealth

JPMorganChase; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health care

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial institution is looking for a Private Banker to advise clients in wealth management. The ideal candidate will have over 15 years of experience in financial services, strong sales success and a focus on client relationships. You will manage client portfolios, generate new business and ensure comprehensive financial solutions. This position offers a competitive salary and benefits, reflecting your skill set and experience, in a collaborative team environment.

Qualifications

• Fifteen plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 licenses required; unlicensed candidates must obtain within 90 days.
• Demonstrated understanding of investments, wealth planning, credit, and banking.

Responsibilities

• Manage relationships with clients to understand needs and provide advice.
• Generate business results and acquire new clients.
• Advise clients on their balance sheet, including asset allocation.
• Partner with internal specialists for interdisciplinary expertise.
• Connect clients across all lines of business at J.P. Morgan.
• Ensure proposed solutions meet client needs through holistic planning.

Skills

Sales success

Business acumen

Client experience focus

Community presence

Education

Bachelor's Degree

Job description

A leading financial institution is looking for a Private Banker to advise clients in wealth management. The ideal candidate will have over 15 years of experience in financial services, strong sales success and a focus on client relationships. You will manage client portfolios, generate new business and ensure comprehensive financial solutions. This position offers a competitive salary and benefits, reflecting your skill set and experience, in a collaborative team environment.