Senior Private Banker & Wealth Advisor

JPMorganChase; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorganChase in San Francisco seeks an experienced Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will leverage investments, wealth planning, credit and banking knowledge to guide current clients and attract new assets.

You will join a local team supported by an institutional platform to help clients achieve their financial goals. The role emphasizes client experience, deep financial knowledge and a proactive, solutions-focused

Qualifications

• 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.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client's behalf.

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

Education

Bachelor's Degree

Tools

Series 7 license

Series 66 license

Life/Health Insurance license

Job description

JPMorganChase in San Francisco seeks an experienced Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will leverage investments, wealth planning, credit and banking knowledge to guide current clients and attract new assets.

You will join a local team supported by an institutional platform to help clients achieve their financial goals. The role emphasizes client experience, deep financial knowledge and a proactive, solutions-focused