Private Banker: Wealth Strategy & Client Growth

Testing Site - JPMC; Scottsdale (AZ); On-site; USD 150,000 - 210,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank in Scottsdale seeks an accomplished Private Banker to advise families on building, preserving and managing wealth. You will apply investments, credit and banking expertise to support current clients and attract new assets.

You will work with a local team and leverage a platform with resources and specialists to deliver holistic balance-sheet solutions while maintaining risk and regulatory standards.

Qualifications

• Fifteen plus years of work experience in Private Banking or Financial Services required.
• Series 7 and 66 licenses required; unlicensed candidates may start but must obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen are essential.
• Strong community presence with an established professional network is important.
• Experience or understanding of investments, wealth planning, credit and banking concepts is needed.
• Focuses on delivering an exceptional client experience and acts on clients' behalf.

Responsibilities

• Manage and maintain relationships with clients, earning trust and delivering exceptional client experiences.
• Generate business results and acquire new assets from existing clients and new prospects.
• Advise clients on balance sheet considerations including asset allocation and wealth planning.
• Collaborate with internal specialists to provide interdisciplinary expertise to clients as needed.
• Connect clients across all lines of JPM Chase & Co. to offer comprehensive solutions.
• Ensure proposed solutions meet client needs and objectives across short, medium and long term.
• Adhere to risk and regulatory policies and security measures.

Skills

15+ years experience

Series 7/66 licenses

Sales success

Relational network

Investments

Client focus

Education

Bachelor’s Degree

Job description

J.P. Morgan's U.S. Private Bank in Scottsdale seeks an accomplished Private Banker to advise families on building, preserving and managing wealth. You will apply investments, credit and banking expertise to support current clients and attract new assets.

You will work with a local team and leverage a platform with resources and specialists to deliver holistic balance-sheet solutions while maintaining risk and regulatory standards.