Senior Private Banker, U.S. Private Bank

Aumni; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY, seeks a Private Banker to advise families on building, preserving, and managing wealth. You’ll use investments, financial planning, credit and banking knowledge to guide current clients and attract new assets.

You will work with a local team and leverage an institutional platform to support clients and business growth. You will partner with internal specialists, ensure risk and control policy adherence, and deliver holistic planning aligned with clients’

Qualifications

• Six+ years in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain within 90 days.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing or new clients.
• Advise clients on balance sheets including asset allocation, investments, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Connect clients across all JPMorgan Chase & Co. lines of business.
• Ensure solutions meet clients’ short-, medium-, and long-term goals with holistic planning.

Skills

Private Banking

Financial Services

Client relationship management

Sales excellence

Education

Bachelor's Degree

Tools

Series 7

Series 66

Insurance license

Job description

JPMorgan Chase & Co. in New York, NY, seeks a Private Banker to advise families on building, preserving, and managing wealth. You’ll use investments, financial planning, credit and banking knowledge to guide current clients and attract new assets.

You will work with a local team and leverage an institutional platform to support clients and business growth. You will partner with internal specialists, ensure risk and control policy adherence, and deliver holistic planning aligned with clients’