Senior Private Banker & Wealth Advisor

Aumni; Raleigh (NC); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an experienced Private Banker to advise high-net-worth families in the U.S. Private Bank. You will use expertise in investments, wealth planning and credit to protect and grow client balances, while expanding the client base with a holistic, goals-based approach.

You will work with a local team and firm-wide resources to deliver tailored solutions, build trust, and uphold risk and compliance standards across all client interactions.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.

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

Private Banking

Client Relationships

Sales Experience

Series 7/66

Education

Bachelor’s Degree

MBA

CFA

CFP

Job description

JPMorgan Chase & Co. is seeking an experienced Private Banker to advise high-net-worth families in the U.S. Private Bank. You will use expertise in investments, wealth planning and credit to protect and grow client balances, while expanding the client base with a holistic, goals-based approach.

You will work with a local team and firm-wide resources to deliver tailored solutions, build trust, and uphold risk and compliance standards across all client interactions.