Senior Private Banker & Wealth Advisor

Testing Site - JPMC; New York (NY); On-site; USD 120,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank.

You will use your knowledge of investments, financial planning, credit and banking to guide clients on balance sheet strategy and growth. You will work with a local team and an institutional platform that provides resources, specialists and capital to help clients achieve their goals while expanding the client base through trusted relationships and

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or 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 J.P. Morgan 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

Six+ years of experience in PrivateWe

Proven sales success

Strong business acumen

Strong client focus

Excellent communication

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in New York seeks a Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank.

You will use your knowledge of investments, financial planning, credit and banking to guide clients on balance sheet strategy and growth. You will work with a local team and an institutional platform that provides resources, specialists and capital to help clients achieve their goals while expanding the client base through trusted relationships and