Senior Private Banker & Wealth Advisor

JPMorganChase; Westlake Village (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase in the United States is seeking a seasoned Private Banking professional to manage relationships, provide investment guidance, and drive asset growth. The role emphasizes client-centric service, cross-functional collaboration, and adherence to risk controls across an integrated wealth management team.

The candidate should bring extensive experience in private banking or financial services, coupled with required licenses or a plan to obtain them within 90 days.

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 to be obtained 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.
• Focus on delivering excellent client experience.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure proposed solutions meet clients' short, medium and long-term goals.
• Adhere to risk and regulatory policies and security measures.

Skills

Sales experience

Client relationship skills

Networking

Education

Bachelor's Degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorganChase in the United States is seeking a seasoned Private Banking professional to manage relationships, provide investment guidance, and drive asset growth. The role emphasizes client-centric service, cross-functional collaboration, and adherence to risk controls across an integrated wealth management team.

The candidate should bring extensive experience in private banking or financial services, coupled with required licenses or a plan to obtain them within 90 days.