Senior Private Banker & Wealth Advisor

JPMorganChase; Baltimore (MD); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

JPMorganChase is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing their wealth. You will leverage investments, planning, credit and banking to advise current clients and attract new assets.

You will join a local team and work with a broad institutional platform to help clients meet their goals while adhering to risk and control policies.

Formación

• At least six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days.

Responsabilidades

• Manage and maintain relationships with clients by earning trust and understanding client needs; provide targeted advice and develop solutions.
• Generate business results and acquire new assets from existing clients and new acquisition.
• Advise clients on balance sheets, including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.

Conocimientos

Private Banking experience

Sales success

Client-focused

Communication skills

Educación

Bachelor's Degree

Herramientas

Licenses: Series 7, 66, Insurance

Descripción del empleo

JPMorganChase is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing their wealth. You will leverage investments, planning, credit and banking to advise current clients and attract new assets.

You will join a local team and work with a broad institutional platform to help clients meet their goals while adhering to risk and control policies.