Senior Private Banker: Holistic Wealth Architect

Aumni

Irvine (CA)

Sur place

USD 100 000 - 150 000

Plein temps

14 jours+

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Résumé du poste

JPMorgan Chase & Co. in Irvine, CA is seeking a Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, planning, credit and banking expertise to advise current clients and acquire new assets.

Join a local team supported by an institutional platform with resources and specialists to help you deliver holistic, goals-based planning and exceptional client experiences across all lines of business.

Qualifications

Three plus years of work experience in Private Banking or Financial Services.
Bachelor’s Degree required.
Series 7, 66 and Insurance licenses required or must obtain within 90 days of start.
Proven sales success and strong business acumen.
Strong community presence with an established network.
Experience with investments, wealth planning, credit and banking concepts.

Responsabilités

Manage and maintain client relationships with a focus on trust and exceptional service.
Generate business results and acquire new assets from existing and new clients.
Advise clients on overall balance sheet including asset allocation and wealth planning.
Partner with internal specialists to provide interdisciplinary expertise.
Connect clients across all JP Morgan Chase lines of business.
Ensure solutions meet client needs with holistic, long-term planning.