Private Banker: Wealth Growth & Holistic Advisory

Aumni; Philadelphia (Philadelphia County); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Banker for the U.S. Private Bank to advise high-net-worth families on balance sheet management, investments, credit and banking.

You will build trusted client relationships, acquire assets, partner with internal specialists, and deliver holistic goals-based planning. Three+ years in private banking, a Bachelor's degree, and required licenses are expected; MBA or CFA preferred.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• 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 deepen client relationships by understanding needs and delivering tailored advice.
• Acquire new assets from existing clients and through new business development.
• Advise on balance sheet optimization, including investments, planning, credit and banking.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Coordinate across JPMorgan Chase & Co.'s lines of business for clients.
• Ensure solutions align with clients' short-, medium-, and long-term goals.

Skills

Client relationship management

Sales

Wealth advisory

Communication

Education

Bachelor's Degree

MBA preferred

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Banker for the U.S. Private Bank to advise high-net-worth families on balance sheet management, investments, credit and banking.

You will build trusted client relationships, acquire assets, partner with internal specialists, and deliver holistic goals-based planning. Three+ years in private banking, a Bachelor's degree, and required licenses are expected; MBA or CFA preferred.