Private Wealth Director: Strategic Client Advisory

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas is seeking a Private Banker to advise families on building, preserving and managing wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients and generate new assets.

You will be part of a local team supported by an institutional platform that provides specialists and resources to help you deliver tailored, goals-based planning and an exceptional client experience.

Qualifications

• Six+ years of experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Licenses: Series 7, 66 and Insurance; must be obtained within 90 days of start.
• Proven sales success and strong business acumen.
• Client-focused and relationship-driven.

Responsibilities

• 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.

Skills

Client relationship management

Sales experience

Business acumen

Communication skills

Networking ability

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Tools

Licensing: Series 7, 66, Insurance

Job description

JPMorgan Chase & Co. in Dallas is seeking a Private Banker to advise families on building, preserving and managing wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients and generate new assets.

You will be part of a local team supported by an institutional platform that provides specialists and resources to help you deliver tailored, goals-based planning and an exceptional client experience.