Managing Director, Private Banking & Wealth Advisory

JPMorganChase; Palo Alto (CA); Presencial; USD 140.000 - 230.000; Jornada completa

Descripción de la vacante

JPMorganChase in Palo Alto, CA is seeking a Private Banker to advise families on building, preserving, and managing wealth. You will leverage investments, wealth planning, credit, and banking expertise to advise current clients and acquire new ones.

You will be part of a local team supported by a broad platform, with resources and specialists to help you deliver comprehensive, goals-based planning and superior client experiences across all lines of JPMorgan Chase & Co. products and services.

Formación

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client's behalf.

Responsabilidades

• 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

Conocimientos

Private Banking

Wealth Management

Sales

Client Relationship

Financial Planning

Investments

Educación

Bachelor's Degree

Descripción del empleo

JPMorganChase in Palo Alto, CA is seeking a Private Banker to advise families on building, preserving, and managing wealth. You will leverage investments, wealth planning, credit, and banking expertise to advise current clients and acquire new ones.

You will be part of a local team supported by a broad platform, with resources and specialists to help you deliver comprehensive, goals-based planning and superior client experiences across all lines of JPMorgan Chase & Co. products and services.