Private Banking MD: Wealth Strategy & Client Growth

J.P. Morgan; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading financial institution in New York is seeking an experienced Private Banker to advise families on managing their wealth. You will leverage your knowledge of investments and financial planning to provide exceptional service to clients while acquiring new business. This role requires strong sales skills, a Bachelor's Degree, and the ability to maintain client relationships effectively in a dynamic team environment.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.

Responsibilities

• Manage and maintain relationships with clients by earning trust.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet.

Skills

Client relationship management

Investment knowledge

Sales success

Business acumen

Networking

Education

Bachelor’s Degree

Tools

Financial Planning Software

Job description

A leading financial institution in New York is seeking an experienced Private Banker to advise families on managing their wealth. You will leverage your knowledge of investments and financial planning to provide exceptional service to clients while acquiring new business. This role requires strong sales skills, a Bachelor's Degree, and the ability to maintain client relationships effectively in a dynamic team environment.