Private Wealth Advisor, VP

Aumni; Westlake Village (CA); Sur place; USD 150 000 - 230 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, financing and banking expertise to serve current clients and attract new ones.

You will work with a local team, supported by an institutional platform, to deliver comprehensive wealth solutions and personalized client experiences while meeting regulatory and risk standards.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsabilités

• 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

Connaissances

Private Banking experience

Sales success

Business acumen

Client relationship building

Industry knowledge

Formation

Bachelor's Degree

Outils

Series 7 license

Series 66 license

Insurance licenses

Description du poste

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, financing and banking expertise to serve current clients and attract new ones.

You will work with a local team, supported by an institutional platform, to deliver comprehensive wealth solutions and personalized client experiences while meeting regulatory and risk standards.