Senior Private Banker & Wealth Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an experienced Private Banker to advise families on building, preserving, and managing wealth in the U.S. Private Bank.

You will leverage investments, planning, credit and banking expertise to advise current clients and grow assets, working with an institutional platform and a team of colleagues across markets. You will partner with internal specialists, ensure holistic goals-based planning, and diligently adhere to risk and control policies while delivering an

Qualifications

• Bachelor's degree required.
• Series 7, 66 and Insurance licenses required; candidates may be unlicensed but must obtain licenses within 90 days of start date.
• 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.
• Focus on client experience and advocating for clients' interests.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new acquisition.
• Advise clients on their balance sheet, asset allocation, investment management and wealth planning needs.
• Partner with internal specialists to provide interdisciplinary expertise when needed.
• Connect clients across all lines of business of JPMorgan Chase & Co.

Skills

Relationship sales

Financial planning

Wealth management

Client-focused

Investments knowledge

Strong network

Education

Bachelor's Degree

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorgan Chase & Co. is seeking an experienced Private Banker to advise families on building, preserving, and managing wealth in the U.S. Private Bank.

You will leverage investments, planning, credit and banking expertise to advise current clients and grow assets, working with an institutional platform and a team of colleagues across markets. You will partner with internal specialists, ensure holistic goals-based planning, and diligently adhere to risk and control policies while delivering an