Senior Private Banker – Holistic Wealth Advisor

Next Frontier Capital; Houston (TX); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan

Tuition Reimbursement

Mental Health Support

Financial Coaching

Job summary

JPMorgan Chase & Co. is seeking an experienced Private Banker in the U.S. Private Bank to advise high-net-worth families on building, preserving and managing wealth. You will leverage investments, planning, credit and banking to strengthen existing client relationships and attract new assets.

You will work with a local team and an institutional platform that provides resources and expertise to help you guide clients toward their goals with a holistic approach.

Qualifications

• 10+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days.
• 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.
• Focus on client experience and advocacy.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new clients.
• Advise clients on overall balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions meet clients' needs and objectives in short, medium and long term.
• Strictly adhere to risk and regulatory policies and security measures.

Skills

Private Banking

Sales Experience

Client Relationship

Investments Knowledge

Wealth Planning

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. is seeking an experienced Private Banker in the U.S. Private Bank to advise high-net-worth families on building, preserving and managing wealth. You will leverage investments, planning, credit and banking to strengthen existing client relationships and attract new assets.

You will work with a local team and an institutional platform that provides resources and expertise to help you guide clients toward their goals with a holistic approach.