Senior Private Banker & Wealth Advisor

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorgan Chase & Co. in San Diego seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will utilize investments, financial planning, credit and banking knowledge to service current clients and attract new assets.

Join a local team supported by an institutional platform with resources and experts to help you achieve clients’ goals, while maintaining strict adherence to risk controls and regulatory guidelines.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.

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 experience

Sales excellence

Client relationship management

Regulatory/compliance awareness

Strong communication

Networking within community

Holistic financial advisory

Education

Bachelor’s degree

MBA

JD

CFA

CFP

Job description

JPMorgan Chase & Co. in San Diego seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will utilize investments, financial planning, credit and banking knowledge to service current clients and attract new assets.

Join a local team supported by an institutional platform with resources and experts to help you achieve clients’ goals, while maintaining strict adherence to risk controls and regulatory guidelines.