Private Banker & MD: Wealth Strategy & Client Growth

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co.'s U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking.

You will work with a local team and coordinate with specialists to deliver holistic, goals-based solutions. Responsibilities include growing assets, maintaining client relationships, and ensuring risk controls while addressing clients’ balance sheets and long-term objectives.

Qualifications

• Experience in Private Banking or Financial Services
• 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 or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• 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
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Private Banking

Client relationship

Wealth management knowledge

Sales acumen

Education

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorgan Chase & Co.'s U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking.

You will work with a local team and coordinate with specialists to deliver holistic, goals-based solutions. Responsibilities include growing assets, maintaining client relationships, and ensuring risk controls while addressing clients’ balance sheets and long-term objectives.