Private Banker & VP: Wealth Strategy & Client Growth

JPMorgan Chase & Co.; Miami (FL); 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

A leading financial services firm is seeking a Private Banker in Miami, FL to provide exceptional client experiences while advising families on managing their wealth. The ideal candidate will have over six years of experience in financial services, proven sales success, and a strong community network. This role involves advising clients on balance sheet management and generating new client acquisitions within a supportive, resource-rich environment.

Qualifications

• Six plus years of experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required.
• Dynamic and credible communication skills.

Responsibilities

• Manage relationships with clients to understand their needs.
• Generate business results and new client acquisition.
• Advise clients on their balance sheet and investment management.

Skills

Proven sales success

Strong business acumen

Established community network

Investment knowledge

Client focus

Education

Bachelor's Degree

Job description

A leading financial services firm is seeking a Private Banker in Miami, FL to provide exceptional client experiences while advising families on managing their wealth. The ideal candidate will have over six years of experience in financial services, proven sales success, and a strong community network. This role involves advising clients on balance sheet management and generating new client acquisitions within a supportive, resource-rich environment.