Private Banker Associate: Wealth Strategy & Advisory

JPMorgan Chase & Co.; Raleigh (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is searching for a skilled Private Banker in Raleigh, NC to provide comprehensive advice to clients on building, preserving, and managing their wealth. This role requires strong knowledge of financial services and a commitment to client experience.

The ideal candidate will have at least three years of experience in Private Banking or Financial Services, along with the necessary licenses. Join a collaborative team and benefit from a wealth of institutional resources to advise clients effectively.

Qualifications

• Minimum of three years of experience in Private Banking or Financial Services.
• Bachelor's Degree is required for this role.
• Licenses (Series 7, 66, and Insurance) are required, unlicensed candidates must obtain them within 90 days.

Responsibilities

• Manage relationships with clients, understanding their needs and providing advice.
• Generate results by acquiring new assets and advising on overall balance sheets.
• Partner with internal specialists to deliver comprehensive solutions.

Skills

Private Banking experience

Financial Services knowledge

Client relationship management

Sales success

Investment management

Education

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

Insurance license

Job description

JPMorgan Chase & Co. is searching for a skilled Private Banker in Raleigh, NC to provide comprehensive advice to clients on building, preserving, and managing their wealth. This role requires strong knowledge of financial services and a commitment to client experience.

The ideal candidate will have at least three years of experience in Private Banking or Financial Services, along with the necessary licenses. Join a collaborative team and benefit from a wealth of institutional resources to advise clients effectively.