Senior Private Banker — Holistic Wealth & Growth Advisor

Testing Site - JPMC; Georgia; On-site; USD 120,000 - 180,000; Full time

Job summary

Testing Site - JPMC is seeking an experienced Private Banker to advise families on building, preserving and managing wealth in the U.S. Private Bank. You will leverage investments, planning and credit to serve clients and grow assets through trusted relationships.

The role requires ongoing collaboration with a cross-functional team and adherence to risk and regulatory guidelines across the client lifecycle.

Qualifications

• Six 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 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.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.

Skills

Private Banking

Financial Services

Relationship Management

Sales Skills

Licensing (Series 7/66)

Education

Bachelor's Degree

MBA (preferred)

Job description

Testing Site - JPMC is seeking an experienced Private Banker to advise families on building, preserving and managing wealth in the U.S. Private Bank. You will leverage investments, planning and credit to serve clients and grow assets through trusted relationships.

The role requires ongoing collaboration with a cross-functional team and adherence to risk and regulatory guidelines across the client lifecycle.