Senior Private Banker & Wealth Advisor

JP Morgan Chase; New York (NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over six years of experience in financial services and is required to hold specific licenses. This position offers a competitive salary and benefits package, including health care and retirement plans.

Qualifications

• 6+ years in Private Banking or Financial Services.
• Series 7, 66 and insurance licenses required.
• Experience with investments, wealth planning, and banking concepts.

Responsibilities

• Manage relationships with clients and understand their needs.
• Generate business results through client acquisition.
• Collaborate with internal specialists for client solutions.

Skills

Sales success

Client experience focus

Network establishment

Investment knowledge

Organizational skills

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP preferred

Job description

A leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over six years of experience in financial services and is required to hold specific licenses. This position offers a competitive salary and benefits package, including health care and retirement plans.