Private Banking Managing Director - Elite Wealth Advisor

JPMorgan Chase; San Francisco (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorgan Chase is seeking exceptionally talented individuals for its U.S. Private Bank in San Francisco.

The role focuses on managing client relationships, delivering tailored financial solutions, and driving asset growth while upholding risk and regulatory standards. Candidates should have 6+ years in Private Banking or Financial Services, a Bachelor's degree, and relevant licenses; advanced degrees like MBA/JD/CFA/CFP are preferred.

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 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.
• Focuses on the client experience and works tirelessly on the client's behalf.
• MBA, JD, CFA, or CFP preferred.
• Proactive, takes initiative, and uses critical thinking to solve problems.
• Dynamic and credible professional with clear communication and exceptional presentation skills.
• Demonstrates strong organizational skills and a disciplined approach.
• Experience with equity and fixed income markets and alternative investments (Hedge Funds, Private Equity, Real Estate).

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

Private Banking experience

Sales excellence

Client relationship management

Business acumen

Networked community presence

Wealth planning knowledge

Investment concepts

Regulatory & risk adherence

Communication & presentation

Education

Bachelor's Degree

MBA

JD

CFA

CFP

Job description

JPMorgan Chase is seeking exceptionally talented individuals for its U.S. Private Bank in San Francisco.

The role focuses on managing client relationships, delivering tailored financial solutions, and driving asset growth while upholding risk and regulatory standards. Candidates should have 6+ years in Private Banking or Financial Services, a Bachelor's degree, and relevant licenses; advanced degrees like MBA/JD/CFA/CFP are preferred.