Senior Private Banker & MD - Wealth Strategy & Growth

Aumni; Washington (District of Columbia); On-site; USD 150,000 - 250,000; Full time

Job summary

TwinThread is seeking a Managing Director, Private Banker in Washington, D.C. to provide advisory services in wealth management to clients of J.P. Morgan's U.S. Private Bank. The role requires over 15 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and relevant financial licenses. Strong sales success and client relationship management skills are essential. This position offers the opportunity to work with a well-resourced team to help clients achieve their financial goals.

Qualifications

• 15+ years of work experience in Private Banking or Financial Services.
• Strong community presence with an established network.
• Experience or understanding of wealth planning and banking concepts.

Responsibilities

• Manage client relationships and earn their trust.
• Generate business results from existing and new clients.
• Advise clients on their overall balance sheet.

Skills

Sales success

Client experience focus

Business acumen

Education

Bachelor's Degree

Tools

Series 7 License

Series 66 License

Job description

TwinThread is seeking a Managing Director, Private Banker in Washington, D.C. to provide advisory services in wealth management to clients of J.P. Morgan's U.S. Private Bank. The role requires over 15 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and relevant financial licenses. Strong sales success and client relationship management skills are essential. This position offers the opportunity to work with a well-resourced team to help clients achieve their financial goals.