Private Banker Executive Director | Wealth Growth Leader

JPMorganChase; Austin (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase is seeking a Private Banker in Austin, Texas, responsible for advising families on managing and preserving wealth through comprehensive financial planning. The ideal candidate must have at least six years of experience in Private Banking and a Bachelor’s Degree.

This role involves generating new client acquisition and maintaining existing client relationships while adhering to strict regulatory guidelines. A competitive salary package and various benefits await the right candidate.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain relationships with clients by earning trust and providing targeted advice.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet, including investment management and wealth planning.

Skills

Sales success and business acumen

Client relationship management

Understanding of investments and wealth planning

Strong community presence

Education

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

Job description

JPMorganChase is seeking a Private Banker in Austin, Texas, responsible for advising families on managing and preserving wealth through comprehensive financial planning. The ideal candidate must have at least six years of experience in Private Banking and a Bachelor’s Degree.

This role involves generating new client acquisition and maintaining existing client relationships while adhering to strict regulatory guidelines. A competitive salary package and various benefits await the right candidate.