Senior Private Banker & Wealth Advisor

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

Benefits offered by this job

Healthcare coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Banker to advise families on wealth-building, preservation and balance-sheet management within the U.S. Private Bank.

You will leverage investments, wealth planning, credit and banking to serve existing clients and attract new ones. You will be part of a local team, supported by an institutional platform with extensive resources to help you guide clients toward their financial goals while maintaining stringent risk controls and a

Qualifications

• Six+ years of experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and SIE licenses required or to be obtained within 90 days of start date.
• 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 tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs, delivering targeted advice and exceptional client experience.
• Generate business results and acquire new assets from existing client base and new client acquisitions.
• Advise clients on their 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 JPMorgan Chase & Co.
• Ensure solutions meet clients’ needs and objectives through holistic, goals-based planning.

Skills

Private Banking experience

Series 7/66/SIE

Sales & business acumen

Established local network

Investments & wealth planning

Client-focused service

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in the United States seeks a Private Banker to advise families on wealth-building, preservation and balance-sheet management within the U.S. Private Bank.

You will leverage investments, wealth planning, credit and banking to serve existing clients and attract new ones. You will be part of a local team, supported by an institutional platform with extensive resources to help you guide clients toward their financial goals while maintaining stringent risk controls and a