Senior Private Banker & Wealth Advisor

JPMorganChase; Columbus (OH); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in Columbus, Ohio is seeking a talented professional for a role in their U.S. Private Bank. The position requires managing client relationships while providing tailored wealth management advice and driving business results.

Applicants should have over six years in Private Banking, a Bachelor's degree, and relevant licenses. A proactive approach and expertise in investments are also essential. The role offers opportunities for growth and impactful client interactions.

Qualifications

• Minimum six years of experience in Private Banking or Financial Services.
• Proven track record in sales with strong business acumen.
• Requires Series 7, 66, and Insurance licenses; unlicensed candidates must obtain within 90 days.

Responsibilities

• Manage relationships with clients, providing tailored advice and solutions.
• Generate new business from client acquisition and existing relationships.
• Advise clients on balance sheet management, investments, and credit needs.

Skills

Client relationship management

Sales success

Wealth planning knowledge

Investment management experience

Business acumen

Education

Bachelor's Degree

Tools

Financial analysis

Job description

JPMorganChase in Columbus, Ohio is seeking a talented professional for a role in their U.S. Private Bank. The position requires managing client relationships while providing tailored wealth management advice and driving business results.

Applicants should have over six years in Private Banking, a Bachelor's degree, and relevant licenses. A proactive approach and expertise in investments are also essential. The role offers opportunities for growth and impactful client interactions.