Senior Private Banker & Wealth Advisor

Aumni; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive total rewards package

Commission-based pay and incentive pay

Health care coverage and wellness

Job summary

JPMorgan Chase & Co. is seeking a Private Banker to advise families on building, preserving and managing wealth in the U.S. Private Bank.

You will leverage knowledge of investments, credit and banking to advise current clients and attract new assets. You will work with a local team and an institutional platform to deliver holistic financial solutions. The role requires strong client focus, a proven sales record, and the ability to navigate complex balance sheets while adhering to risk and

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works for the client’s benefit.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs and delivering exceptional client experience.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on asset allocation, investments, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions meet client needs and objectives in short, medium and long term through holistic planning.
• Strictly adhere to risk, regulatory guidelines and security measures.

Skills

Six+ years experience

Bachelor’s Degree

Sales success

Strong business acumen

Established network

Client-focused

Education

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorgan Chase & Co. is seeking a Private Banker to advise families on building, preserving and managing wealth in the U.S. Private Bank.

You will leverage knowledge of investments, credit and banking to advise current clients and attract new assets. You will work with a local team and an institutional platform to deliver holistic financial solutions. The role requires strong client focus, a proven sales record, and the ability to navigate complex balance sheets while adhering to risk and