Senior Private Banker & Wealth Advisor

JPMorgan Chase; Minneapolis (MN); On-site; USD 170,000 - 225,000; Full time

Benefits offered by this job

Comprehensive health care

Retirement savings plan

Tuition reimbursement

On-site wellness

Job summary

JPMorgan Chase in Minneapolis, MN is seeking a U.S. Private Bank Private Banker – Vice President or Executive Director to deliver first-class wealth advisory services to high net worth clients.

You will leverage investments, planning, credit and banking solutions while collaborating with specialists to grow client assets and protect balance sheets. This is a senior role with a strong local network and a track record of client-focused success.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree is required; professional licenses expected.
• Series 7, 66 and Insurance licenses required or candidates must obtain within 90 days of start.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Client-focused mindset with dedication to serving clients.

Responsibilities

• Manage and deepen relationships with clients by understanding needs and delivering tailored advice.
• Acquire new assets from existing clients and new client base.
• Advise on overall balance sheet including asset allocation and planning.
• Collaborate with internal specialists to provide holistic solutions.
• Connect clients across JPMorgan Chase & Co. lines of business.
• Ensure proposed solutions meet short-, mid-, and long-term goals.
• Adhere to risk, regulatory, and security guidelines.

Skills

Relationship management

Sales experience

Networking

Education

Bachelor's Degree

Job description

JPMorgan Chase in Minneapolis, MN is seeking a U.S. Private Bank Private Banker – Vice President or Executive Director to deliver first-class wealth advisory services to high net worth clients.

You will leverage investments, planning, credit and banking solutions while collaborating with specialists to grow client assets and protect balance sheets. This is a senior role with a strong local network and a track record of client-focused success.