Managing Director, Private Banking — Wealth Advisor

Next Frontier Capital; United States; On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive base salary

Commission & incentives

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing wealth. You will leverage investments, credit and banking knowledge to serve current clients and attract new assets.

You will work with a local team, supported by a broad platform and specialists to deliver holistic financial advice across the balance sheet. A strong network and proven sales record are essential.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must obtain 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.
• Focus on the client experience and working tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new clients.
• Advise clients on balance sheet, asset allocation, and wealth planning needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure proposed solutions meet client goals in short, medium and long term.

Skills

Private Banking

Sales Expertise

Client Relationship Management

Networking

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing wealth. You will leverage investments, credit and banking knowledge to serve current clients and attract new assets.

You will work with a local team, supported by a broad platform and specialists to deliver holistic financial advice across the balance sheet. A strong network and proven sales record are essential.