Private Banker - Wealth Growth & Client Advisory

J.P. Morgan; New York (NY); On-site; USD 170,000 - 225,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan is seeking a Private Banker for the U.S. Private Bank in New York City. The ideal candidate will manage client relationships and provide tailored financial advice to high-net-worth families. Applicants should have over six years of experience in Private Banking and possess a Bachelor's degree along with required financial licenses. A focus on client experience combined with strong sales skills is essential for this role, which offers a competitive salary and comprehensive benefits.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days.
• Experience or understanding of investments, wealth planning, credit and banking.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet including asset allocation.

Skills

Client relationship management

Investment management

Financial planning

Sales success

Networking

Critical thinking

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP preferred

Job description

J.P. Morgan is seeking a Private Banker for the U.S. Private Bank in New York City. The ideal candidate will manage client relationships and provide tailored financial advice to high-net-worth families. Applicants should have over six years of experience in Private Banking and possess a Bachelor's degree along with required financial licenses. A focus on client experience combined with strong sales skills is essential for this role, which offers a competitive salary and comprehensive benefits.