Senior Private Banker & Wealth Advisor

JPMorgan Chase & Co.; New Orleans (LA); On-site; USD 100,000 - 150,000; Full time

Job summary

A global financial services firm located in New Orleans is seeking a Private Banker to manage client relationships and provide tailored financial advice. The role requires over six years of experience in private banking or financial services, along with a Bachelor's degree. Candidates must possess strong sales acumen and a thorough understanding of investments and wealth planning. The firm values a proactive approach and exceptional client service, providing opportunities for career advancement within a collaborative team environment.

Qualifications

• Six years of experience in Private Banking or Financial Services.
• Proven sales success with a strong community presence.
• Understanding of investments, wealth planning, credit and banking.

Responsibilities

• Manage and maintain trust-based relationships with clients.
• Generate business results and acquire new assets.
• Advise on balance sheets, asset allocation, and investment management.

Skills

Client experience focus

Strong sales acumen

Financial advisory knowledge

Networking skills

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

A global financial services firm located in New Orleans is seeking a Private Banker to manage client relationships and provide tailored financial advice. The role requires over six years of experience in private banking or financial services, along with a Bachelor's degree. Candidates must possess strong sales acumen and a thorough understanding of investments and wealth planning. The firm values a proactive approach and exceptional client service, providing opportunities for career advancement within a collaborative team environment.