Senior Private Banker & Wealth Advisor (Sr. VP)

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

Benefits offered by this job

Health insurance

Retirement plan

On-site wellness centers

Job summary

JPMorganChase in the United States (U.S. Private Bank) seeks an accomplished Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking solutions to serve current clients and attract new assets.

Join a collaborative team supported by an institutional platform, with a focus on holistic goals-based planning, risk controls and exceptional client experience across the firm's private banking network.

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.
• 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

Client relationship management

Sales performance

Financial acumen

Regulatory awareness

Education

Bachelor's Degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorganChase in the United States (U.S. Private Bank) seeks an accomplished Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking solutions to serve current clients and attract new assets.

Join a collaborative team supported by an institutional platform, with a focus on holistic goals-based planning, risk controls and exceptional client experience across the firm's private banking network.