Private Banking MD: Wealth Strategy & Client Growth

JPMorganChase; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase's U.S. Private Bank seeks Private Bankers to advise families on building, preserving and managing wealth. You will leverage investments, financial planning, credit and banking to advise current clients and attract new ones.

You’ll work with a local team, supported by a platform with resources and specialists to help you reach clients’ goals. Role requires a strong client focus, proven sales success, and an established network.

Qualifications

• At least six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days of start.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet including asset allocation, investments, and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.

Skills

Private Banking

Sales experience

Business acumen

Client network

Education

Bachelor's Degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorganChase's U.S. Private Bank seeks Private Bankers to advise families on building, preserving and managing wealth. You will leverage investments, financial planning, credit and banking to advise current clients and attract new ones.

You’ll work with a local team, supported by a platform with resources and specialists to help you reach clients’ goals. Role requires a strong client focus, proven sales success, and an established network.