Senior Private Banker & Wealth Advisor

Aumni; Columbus (OH); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking expertise for current clients and new assets.

You will work with a local team, supported by an institutional platform, to deliver holistic solutions while adhering to risk and regulatory guidelines, with a strong emphasis on exceptional client experiences and ongoing professional development.

Formación

• 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 of start.
• 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.

Responsabilidades

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

Conocimientos

Sales experience

Business acumen

Client-focused

Communication skills

Proven sales success

Educación

Bachelor’s Degree

Herramientas

Series 7

Series 66

Insurance licenses

Descripción del empleo

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking expertise for current clients and new assets.

You will work with a local team, supported by an institutional platform, to deliver holistic solutions while adhering to risk and regulatory guidelines, with a strong emphasis on exceptional client experiences and ongoing professional development.