Senior Private Banker - Holistic Wealth Advisor

Aumni; Atlanta (GA); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in the Atlanta, GA area.

The role focuses on advising families on building, preserving and managing wealth, using investments, planning, credit and banking knowledge to serve clients and attract new assets. You will partner with specialists and work within a full institutional platform to deliver holistic balance-sheet guidance. The position requires six plus years in private banking or financial services, a Bachelor’s

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 may start but must obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client’s behalf.
• MBA, JD, CFA, or CFP preferred.

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

Sales ability

Business acumen

Networking

Client focus

Communication

Education

Bachelor’s Degree

Series 7 & 66 licenses

Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in the Atlanta, GA area.

The role focuses on advising families on building, preserving and managing wealth, using investments, planning, credit and banking knowledge to serve clients and attract new assets. You will partner with specialists and work within a full institutional platform to deliver holistic balance-sheet guidance. The position requires six plus years in private banking or financial services, a Bachelor’s