Senior Private Banker — UHNW Wealth Advisor

Next Frontier Capital; Westlake Village (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Banker for the U.S.

Private Bank to advise families on building, preserving and managing their wealth using investments, credit and banking solutions. You will be part of a local team, supported by an institutional platform with resources to help you grow assets and serve clients, while strictly adhering to risk, compliance and regulatory guidelines.

Qualifications

• Six+ years in private banking or financial services.
• Bachelor’s degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Client-focused and works tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust, understanding client needs, and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on overall balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure solutions fulfill clients’ needs through holistic goals-based planning.

Skills

Private Banking experience

Bachelor’s Degree

Series 7/66 licenses

Insurance licenses

Sales experience

Strong network

Investments knowledge

Client-focused

Education

Bachelor’s Degree

Tools

CRM software

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Banker for the U.S.

Private Bank to advise families on building, preserving and managing their wealth using investments, credit and banking solutions. You will be part of a local team, supported by an institutional platform with resources to help you grow assets and serve clients, while strictly adhering to risk, compliance and regulatory guidelines.