Senior Private Banker & Wealth Advisor

JPMorganChase; Seattle (WA); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorganChase in Seattle seeks an experienced Private Banker to advise families on building, preserving and managing wealth, utilizing investments, planning, credit and banking to support client goals. You will work with a local team and an institutional platform to grow a book of clients and assets.

The role emphasizes relationship management, holistic financial planning, and collaboration with internal specialists to deliver tailored solutions while adhering to risk controls.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required (or must obtain within 90 days).
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or 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

Sales success

Client relationship

Regulatory compliance

Education

Bachelor's Degree

Job description

JPMorganChase in Seattle seeks an experienced Private Banker to advise families on building, preserving and managing wealth, utilizing investments, planning, credit and banking to support client goals. You will work with a local team and an institutional platform to grow a book of clients and assets.

The role emphasizes relationship management, holistic financial planning, and collaboration with internal specialists to deliver tailored solutions while adhering to risk controls.