Private Banker: Elite Wealth Advisory & Growth

JPMorgan Chase

Birmingham (MI)

On-site

USD 170,000 - 225,000

Full time

5 days ago

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Job summary

JPMorgan Chase invites skilled Private Bankers to join the U.S. Private Bank team and collaborate with colleagues across markets to deliver top-tier wealth management solutions.

You will guide families on building, preserving, and managing wealth, drawing on investments, credit, and banking expertise to serve as trusted advisors. You will work with a local team, supported by a robust institutional platform, to grow client assets and deliver holistic, goals-based planning while ensuring adherence

Qualifications

Six plus 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.
Proven sales success and strong business acumen.
Strong community presence with an established network.
Experience with investments, wealth planning, credit and banking concepts.

Responsibilities

Manage and maintain relationships with clients by earning trust and understanding client needs.
Generate business results and acquire new assets from existing and new clients.
Advise clients on their balance sheet including asset allocation and wealth planning.
Partner with internal specialists to provide interdisciplinary expertise to clients.

Skills

Private Banking

Sales experience

Client relationships

Wealth advisory

Education

Bachelor's Degree

MBA/JD/CFA/CFP preferred

Job description

JPMorgan Chase invites skilled Private Bankers to join the U.S. Private Bank team and collaborate with colleagues across markets to deliver top-tier wealth management solutions.

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