Private Banking VP - Strategic Wealth Advisor

JPMorgan Chase; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services company in New York is seeking an experienced Private Banker to manage client relationships, generate new business, and provide tailored financial advice. The ideal candidate will have a strong background in Private Banking or Financial Services, along with the required licenses. The role emphasizes client experience, requiring excellent communication skills and a proactive approach to problem-solving. Competitive compensation and a range of benefits are offered.

Qualifications

• Minimum six years of experience in Private Banking or Financial Services.
• Series 7, 66, and Insurance licenses required.
• Proven track record in sales and client relationship management.

Responsibilities

• Manage and maintain relationships with clients to understand their needs.
• Generate business results and acquire new assets.
• Advise clients on asset allocation and investment management.

Skills

Sales success

Business acumen

Client experience focus

Strong communication

Education

Bachelor's Degree

Tools

Financial modeling tools

Job description

A leading financial services company in New York is seeking an experienced Private Banker to manage client relationships, generate new business, and provide tailored financial advice. The ideal candidate will have a strong background in Private Banking or Financial Services, along with the required licenses. The role emphasizes client experience, requiring excellent communication skills and a proactive approach to problem-solving. Competitive compensation and a range of benefits are offered.