Senior Private Banker & Wealth Advisor (Exec Dir/VP)

TwinThread; Columbus (OH); On-site; USD 100,000 - 150,000; Full time

Job summary

TwinThread is seeking a Private Banker in Columbus, OH. The ideal candidate will manage client relationships and provide expert advice on wealth management. A strong financial services background and proven sales success are essential.

Applicants should hold a Bachelor’s degree, have over six years of experience in Private Banking, and possess necessary licenses. The role offers a chance to work within a dynamic team at J.P. Morgan's U.S. Private Bank.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet.
• Partner with internal specialists for expertise.
• Adhere to all risk and control policies.

Skills

Private Banking

Sales success

Client experience focus

Investment knowledge

Financial planning

Education

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

TwinThread is seeking a Private Banker in Columbus, OH. The ideal candidate will manage client relationships and provide expert advice on wealth management. A strong financial services background and proven sales success are essential.

Applicants should hold a Bachelor’s degree, have over six years of experience in Private Banking, and possess necessary licenses. The role offers a chance to work within a dynamic team at J.P. Morgan's U.S. Private Bank.