National Private Bank Client Advisor

Testing Site - JPMC; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking a National Client Banker to advise families on wealth management, credit, and banking, operating within a national coverage team and supported by an institutional platform.

The role focuses on delivering holistic, goals-based planning and exceptional client experiences. You will manage a large client book, coordinate with internal specialists, and re-engage clients to introduce Private Bank capabilities while maintaining strict risk and regulatory

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.

Responsibilities

• Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate client referrals and acquire new assets from existing client base
• 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
• Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Private Banking Experience

Client Relationship Management

Financial Services Knowledge

Education

Bachelor's Degree

Job description

J.P. Morgan’s U.S. Private Bank is seeking a National Client Banker to advise families on wealth management, credit, and banking, operating within a national coverage team and supported by an institutional platform.

The role focuses on delivering holistic, goals-based planning and exceptional client experiences. You will manage a large client book, coordinate with internal specialists, and re-engage clients to introduce Private Bank capabilities while maintaining strict risk and regulatory