Private Banking Advisor – Wealth Strategy & Client Growth

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 120,000 - 200,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving, and managing wealth.

You will use investments, planning, credit and banking expertise to advise current clients and attract new assets. You will work with a local team and leverage an institutional platform to help clients reach their goals. You will partner with internal specialists to deliver holistic solutions and ensure a superior client experience across all balance-sheet

Qualifications

• Three+ years of private banking or financial services experience.
• Bachelor’s degree required.
• Licenses: Series 7, 66 and insurance; 90 days to obtain if not licensed.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Knowledge of investments, wealth planning, credit and banking concepts.
• Client-focused and driven to deliver exceptional service.

Responsibilities

• Manage and maintain client relationships with trust and tailored advice.
• Generate business and acquire new assets from existing and new clients.
• Advise on balance sheet: investments, wealth planning, credit and banking needs.
• Collaborate with internal specialists to provide interdisciplinary solutions.
• Connect clients across JPMorgan Chase & Co. lines of business.
• Ensure solutions meet client goals on short, medium, and long term.

Skills

Private Banking experience

Relationship building

Sales and business acumen

Investments/wealth planning knowledge

Client-centric service mindset

Strong communication skills

Education

Bachelor’s Degree

MBA / CFA / CFP (preferred)

Advanced degree in finance (optional)

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving, and managing wealth.

You will use investments, planning, credit and banking expertise to advise current clients and attract new assets. You will work with a local team and leverage an institutional platform to help clients reach their goals. You will partner with internal specialists to deliver holistic solutions and ensure a superior client experience across all balance-sheet