Senior Private Banker & MD — Elite Wealth Advisor

JPMorganChase; Washington (District of Columbia); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a highly experienced individual for its U.S. Private Bank to manage client relationships and provide tailored financial solutions. The role requires a strong sales background and extensive knowledge in investments and wealth management.

The ideal candidate will have over 15 years of experience, a Bachelor's Degree, and necessary licenses. Competitive compensation and a comprehensive benefits package are offered as part of the employment.

Qualifications

• Fifteen plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage relationships with clients and understand their needs.
• Generate business results from existing client base and new clients.
• Advise clients on balance sheet and financial needs.

Skills

Sales success

Client experience focus

Community presence

Strong business acumen

Critical thinking

Education

Bachelor's Degree

MBA or equivalent preferred

Tools

Series 7 License

Series 66 License

Job description

JPMorganChase is seeking a highly experienced individual for its U.S. Private Bank to manage client relationships and provide tailored financial solutions. The role requires a strong sales background and extensive knowledge in investments and wealth management.

The ideal candidate will have over 15 years of experience, a Bachelor's Degree, and necessary licenses. Competitive compensation and a comprehensive benefits package are offered as part of the employment.