Senior Private Banker & Wealth Advisor

JPMorganChase

Greenwich (CT)

On-site

USD 180,000 - 300,000

Full time

5 days ago

Be an early applicant

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

JPMorganChase in Greenwich, CT seeks an experienced Private Banker to advise families on wealth management, credit, and banking solutions. You will collaborate with specialists to deliver holistic balance-sheet guidance and acquire new assets, supporting clients across all lines of business.

The role requires six+ years in private banking or financial services, a bachelor's degree, and Series 7/66 and Insurance licenses within 90 days.

Qualifications

Six+ years of work experience in Private Banking or Financial Services.
Bachelor's Degree required.
Series 7, 66 and Insurance licenses required within 90 days of start date.
Proven sales success and strong business acumen.
Established community presence with an existing network.

Responsibilities

Manage client relationships with trust, understand client needs, provide targeted advice and deliver an exceptional client experience.
Generate business results and acquire new assets from both existing clients and new acquisitions.
Advise clients on balance sheets including asset allocation, investments, wealth planning, credit and banking needs.
Partner with internal specialists to provide interdisciplinary client advice as needed.
Connect clients across all lines of business of J.P. Morgan Chase & Co.
Ensure proposed solutions meet clients' short-, medium-, and long-term goals through holistic planning.
Strictly adhere to risk, control policies, and regulatory guidelines.