Senior Private Banker & Wealth Advisor

JPMorgan Chase & Co.; Irvine (CA); On-site; USD 150,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. in Irvine, CA is seeking a Private Banker to advise families on wealth building and management. You will leverage investments, credit, and banking expertise to serve a high-net-worth client base and help expand the customer footprint within the U.S. Private Bank.

You will work with a local team, collaborate with specialists, and uphold risk and regulatory standards, while delivering a first-class client experience and pursuing ambitious growth.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated 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, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall 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 your clients across all lines of business of JPMorgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Client relationship management

Sales excellence

Communication skills

Presentation skills

Networking ability

Analytical thinking

Education

Bachelor's Degree

MBA

JD

CFA

CFP

Tools

Series 7 license

Series 66 license

Insurance license

Job description

JPMorgan Chase & Co. in Irvine, CA is seeking a Private Banker to advise families on wealth building and management. You will leverage investments, credit, and banking expertise to serve a high-net-worth client base and help expand the customer footprint within the U.S. Private Bank.

You will work with a local team, collaborate with specialists, and uphold risk and regulatory standards, while delivering a first-class client experience and pursuing ambitious growth.