Senior Private Banker & Wealth Advisor

Next Frontier Capital; New York (NY); On-site; USD 130,000 - 260,000; Full time

Benefits offered by this job

Competitive compensation

Health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Job summary

JPMorgan Chase & Co. in New York is seeking an experienced Private Banker to advise high-net-worth families on wealth-building, preservation and balance sheet management within the U.S. Private Bank.

You will leverage investments, credit and banking solutions to deepen client relationships and generate new assets. As part of a local team supported by a robust institutional platform, you will deliver holistic, goals-based planning and risk-compliant service while maintaining an exceptional client

Qualifications

• Six+ years in private banking or financial services.
• Bachelor's degree required.
• Series 7, 66 and Insurance licenses or willingness to obtain within 90 days.
• Proven sales success and strong business acumen.
• Established local network.
• Knowledge of investments, wealth planning, credit and banking.

Responsibilities

• Manage and maintain client relationships, earn trust, and deliver exceptional client experience.
• Generate business results and acquire new assets from existing and new clients.
• Advise on balance sheet including asset allocation, investments, wealth planning.
• Partner with internal specialists for interdisciplinary expertise.
• Connect clients across all lines of business.
• Ensure holistic goals-based planning meets needs and objectives.
• Adhere to risk and regulatory policies.

Skills

Six+ years exp

Bachelor's degree

Series 7/66 licenses

Insurance licenses

Sales experience

Strong network

Investments knowledge

Client-focused

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in New York is seeking an experienced Private Banker to advise high-net-worth families on wealth-building, preservation and balance sheet management within the U.S. Private Bank.

You will leverage investments, credit and banking solutions to deepen client relationships and generate new assets. As part of a local team supported by a robust institutional platform, you will deliver holistic, goals-based planning and risk-compliant service while maintaining an exceptional client