Private Banker: Wealth Strategy & Client Growth

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 120,000 - 250,000; Full time

Job summary

JPMorgan Chase & Co. in Charlotte seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, credit and banking insights. You will be part of a local team and coordinate with an institutional platform to help clients achieve their goals.

You will partner with internal specialists, focus on new client acquisition, and apply holistic goals-based planning while complying with risk and regulatory policies.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days.

Responsibilities

• Manage and maintain client relationships with trust and tailored advice.
• Generate business results and acquire new assets from existing and new clients.
• Advise on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.

Skills

Relationship management

Sales performance

Financial acumen

Investments knowledge

Wealth planning

Regulatory awareness

Education

Bachelor’s Degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. in Charlotte seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, credit and banking insights. You will be part of a local team and coordinate with an institutional platform to help clients achieve their goals.

You will partner with internal specialists, focus on new client acquisition, and apply holistic goals-based planning while complying with risk and regulatory policies.