Private Banker Associate: Wealth Advisory & Growth

Testing Site - JPMC; Fort Lauderdale (FL); Presencial; USD 110.000 - 170.000; Jornada completa

Descripción de la vacante

J.P. Morgan's U.S. Private Bank is seeking exceptionally talented Private Bankers to advise families on building, preserving and managing wealth in Fort Lauderdale. You will leverage investments, planning and banking expertise to serve existing clients while attracting new assets in a collaborative, institutional environment.

You will work with a local team, supported by specialists to deliver sophisticated, goals-based planning and comprehensive client service.

Formación

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or to obtain within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.

Responsabilidades

• Manage and maintain relationships with clients by earning trust, understanding client needs, providing targeted advice and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on their 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 clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions fulfill clients' needs and objectives through holistic, goals-based planning.

Conocimientos

Client relationship management

Sales

Financial acumen

Communication

Educación

Bachelor’s degree

Herramientas

Series 7

Series 66

Insurance licenses

Descripción del empleo

J.P. Morgan's U.S. Private Bank is seeking exceptionally talented Private Bankers to advise families on building, preserving and managing wealth in Fort Lauderdale. You will leverage investments, planning and banking expertise to serve existing clients while attracting new assets in a collaborative, institutional environment.

You will work with a local team, supported by specialists to deliver sophisticated, goals-based planning and comprehensive client service.