Senior Private Banker: Build Wealth & Holistic Solutions

JP Morgan Chase; New York (NY); On-site; USD 150,000 - 300,000; Full time

Job summary

JP Morgan Chase's U.S. Private Bank seeks a seasoned Private Banker to advise affluent families on building, preserving and managing wealth. You will leverage investments, planning, credit and banking expertise to strengthen relationships and drive value.

You will work with a local team, coordinate with internal specialists, and help clients achieve their short-, medium-, and long-term goals while upholding risk controls and regulatory requirements.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position; 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.

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
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Private Banking

Sales Skills

Client Relationship Management

Investment Knowledge

Wealth Planning

Credit & Banking Concepts

Networking/Community Presence

Education

Bachelor’s Degree

Series 7

Series 66

Insurance Licenses

Job description

JP Morgan Chase's U.S. Private Bank seeks a seasoned Private Banker to advise affluent families on building, preserving and managing wealth. You will leverage investments, planning, credit and banking expertise to strengthen relationships and drive value.

You will work with a local team, coordinate with internal specialists, and help clients achieve their short-, medium-, and long-term goals while upholding risk controls and regulatory requirements.