Private Banking Managing Director - Wealth Advisor

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a driven Private Banker to advise high-net-worth families on building, preserving and managing wealth.

You will leverage investments, credit and banking expertise to support current clients and attract new assets, while collaborating with partners across markets and functions. You will join a local US Private Bank team, work within a robust platform, and apply a holistic, goals-based approach to client balance sheets.

Qualifications

• Work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; must obtain within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with 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, 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 JPMorgan 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

Client relationship management

Sales experience

Investment knowledge

Strong communication

Regulatory compliance awareness

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in the United States seeks a driven Private Banker to advise high-net-worth families on building, preserving and managing wealth.

You will leverage investments, credit and banking expertise to support current clients and attract new assets, while collaborating with partners across markets and functions. You will join a local US Private Bank team, work within a robust platform, and apply a holistic, goals-based approach to client balance sheets.