Private Banker: Wealth & Client Advisory

JPMorganChase; Clayton (MO); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in Clayton, MO is seeking a Private Banker to advise clients on managing their wealth. Candidates should have over six years in Private Banking and possess a Bachelor’s degree along with relevant licenses. The role involves managing client relationships and providing customized financial solutions. Additional qualifications include proven sales success and strong community connections. You will join a collaborative team with a focus on exceptional client service and professional development opportunities.

Qualifications

• 6+ years of experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Series 7, 66, and Insurance licenses required.

Responsibilities

• Manage relationships with clients and provide tailored advice.
• Generate business results and acquire new clients.
• Advise clients on overall balance sheet management.

Skills

Sales success

Client focus

Investment management

Financial planning

Credit and banking understanding

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP (preferred)

Job description

JPMorganChase in Clayton, MO is seeking a Private Banker to advise clients on managing their wealth. Candidates should have over six years in Private Banking and possess a Bachelor’s degree along with relevant licenses. The role involves managing client relationships and providing customized financial solutions. Additional qualifications include proven sales success and strong community connections. You will join a collaborative team with a focus on exceptional client service and professional development opportunities.