Private Banker: Wealth Strategy & Client Growth

JPMorgan Chase; Orlando (FL); On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase in Orlando, FL is seeking an experienced Private Banker to advise families on building and managing wealth. You will leverage investments, planning, credit, and banking insights to serve current clients and attract new assets.

You will work with a local team and rely on an institutional platform to help achieve clients' goals. The role requires 6+ years Private Banking/Financial Services experience, a Bachelor's degree, and Series 7/66 plus Insurance licenses (or commitment to

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; candidates may be unlicensed but must obtain licenses within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or 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 maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
• Generate business results and acquire new assets, both from existing client base and new client acquisition.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect your clients across all lines of business of JPMorgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.

Skills

Private Banking

Sales experience

Client relationships

Financial acumen

Wealth management

Education

Bachelor's Degree

Tools

Series 7 license

Series 66 license

Insurance license

Job description

JPMorgan Chase in Orlando, FL is seeking an experienced Private Banker to advise families on building and managing wealth. You will leverage investments, planning, credit, and banking insights to serve current clients and attract new assets.

You will work with a local team and rely on an institutional platform to help achieve clients' goals. The role requires 6+ years Private Banking/Financial Services experience, a Bachelor's degree, and Series 7/66 plus Insurance licenses (or commitment to