Senior Private Banker & Wealth Advisor

Next Frontier Capital; North Carolina; On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker to advise families on building, preserving and managing their wealth in the U.S. Private Bank. You will work with a local team and be supported by an institutional platform to help clients achieve their goals.

Responsibilities include relationship management, asset allocation, wealth planning, and cross-functional collaboration across JPMorgan Chase & Co.'s lines of business. Eligible roles may include commissions and comprehensive benefits.

Qualifications

• Six plus 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 within 90 days of start.

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 acquisitions.
• Advise clients on their 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 clients across all lines of business of JPMorgan Chase & Co.

Skills

Private Banking experience

Sales acumen

Client relationship focus

Strong communication

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. is seeking a Private Banker to advise families on building, preserving and managing their wealth in the U.S. Private Bank. You will work with a local team and be supported by an institutional platform to help clients achieve their goals.

Responsibilities include relationship management, asset allocation, wealth planning, and cross-functional collaboration across JPMorgan Chase & Co.'s lines of business. Eligible roles may include commissions and comprehensive benefits.