Private Banking Managing Director: Elite Wealth Advisor

JPMorgan Chase; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorgan Chase in New York City is seeking an experienced Private Bank professional to nurture high-net-worth client relationships, deliver tailored financial solutions, and drive asset growth. You will collaborate with specialists across the firm to provide holistic planning and exceptional client service.

The role demands strong sales discipline, deep knowledge of investments and wealth planning, and a proven ability to work within risk and regulatory frameworks.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor's Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated 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 J.P. Morgan 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
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Client relationship management

Financial sales

Asset allocation

Wealth planning

Networking

Industry knowledge

Education

Bachelor's degree

MBA or CFA preferred

Job description

JPMorgan Chase in New York City is seeking an experienced Private Bank professional to nurture high-net-worth client relationships, deliver tailored financial solutions, and drive asset growth. You will collaborate with specialists across the firm to provide holistic planning and exceptional client service.

The role demands strong sales discipline, deep knowledge of investments and wealth planning, and a proven ability to work within risk and regulatory frameworks.