Private Banking Leader: Wealth Strategy & Client Growth

JP Morgan Chase; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will apply investments, credit and banking expertise to current clients and to attract new assets.

You will join a local team and work with specialists across markets to deliver holistic, goals‑based planning while upholding risk controls and regulatory requirements.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor's Degree is required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days of start date.
• 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.

Responsibilities

• Manage and maintain client relationships by earning trust, understanding client needs, providing targeted advice and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on balance sheet considerations including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise when needed.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions fulfill clients' needs and objectives through holistic goals-based planning.
• Strictly adhere to risk and control policies, regulatory guidelines and security measures.

Skills

Client relationship management

Sales skills

Wealth management knowledge

Financial services experience

Education

Bachelor's Degree

Tools

Series 7 license

Series 66 license

Insurance license

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will apply investments, credit and banking expertise to current clients and to attract new assets.

You will join a local team and work with specialists across markets to deliver holistic, goals‑based planning while upholding risk controls and regulatory requirements.