Senior Private Banker & Wealth Advisor VP

JPMorganChase; Cincinnati (OH); On-site; USD 90,000 - 170,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Cincinnati is seeking a Private Banker to manage client portfolios and develop new business. You'll leverage your expertise in investments and financial planning to advise clients effectively. Ideal candidates will have over six years of experience in Private Banking and possess strong community networking skills. The role offers a comprehensive rewards package, including competitive salary and various benefits, ensuring an attractive workplace for ambitious professionals.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates must obtain licenses within 90 days.
• Strong community presence with an established network.

Responsibilities

• Manage relationships with clients and understand their needs.
• Advise clients on their balance sheet and generate new business.
• Collaborate with internal specialists for comprehensive service.

Skills

Client relationship management

Investment management

Wealth planning

Credit knowledge

Sales acumen

Education

Bachelor's Degree

Job description

A leading financial institution in Cincinnati is seeking a Private Banker to manage client portfolios and develop new business. You'll leverage your expertise in investments and financial planning to advise clients effectively. Ideal candidates will have over six years of experience in Private Banking and possess strong community networking skills. The role offers a comprehensive rewards package, including competitive salary and various benefits, ensuring an attractive workplace for ambitious professionals.