Private Banking MD: Elite Wealth Advisor

Aumni; Palo Alto (CA); Presencial; USD 120.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive total rewards package

Health and wellness benefits

Retirement savings plan

Descripción de la vacante

JPMorgan Chase & Co. in Palo Alto, CA seeks an experienced Private Banker to advise high-net-worth families on building, preserving and managing wealth.

You will draw on investments, credit and banking to serve existing clients and attract new assets within a collaborative institutional platform. You will partner with internal specialists, ensure risk compliance and deliver tailored balance-sheet solutions across investments, planning and banking.

Formación

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or licensed 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.

Responsabilidades

• 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.

Conocimientos

Private Banking

Financial planning

Series 7/66 license

Relationship management

Client acquisition

Licensing within 90 days

Educación

Bachelor’s Degree

Descripción del empleo

JPMorgan Chase & Co. in Palo Alto, CA seeks an experienced Private Banker to advise high-net-worth families on building, preserving and managing wealth.

You will draw on investments, credit and banking to serve existing clients and attract new assets within a collaborative institutional platform. You will partner with internal specialists, ensure risk compliance and deliver tailored balance-sheet solutions across investments, planning and banking.