Senior Private Banker: Wealth Advisory & Client Growth

Next Frontier Capital; Baton Rouge (LA); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker within the U.S. Private Bank to advise families on building, preserving and managing wealth.

You will leverage investments, wealth planning, credit and banking to guide current clients and attract new assets, backed by an institutional platform for resources and expertise. You will collaborate with specialists across markets, businesses and functions to deliver holistic financial strategies while maintaining strict adherence to risk controls and

Qualifications

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required; 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

6+ years experience

Sales success

Strong business acumen

Client-focused

Communication skills

Cross-market collaboration

Relationship building

Education

Bachelor's Degree

Tools

Investments knowledge

Wealth planning basics

Credit and banking concepts

Job description

JPMorgan Chase & Co. is seeking a Private Banker within the U.S. Private Bank to advise families on building, preserving and managing wealth.

You will leverage investments, wealth planning, credit and banking to guide current clients and attract new assets, backed by an institutional platform for resources and expertise. You will collaborate with specialists across markets, businesses and functions to deliver holistic financial strategies while maintaining strict adherence to risk controls and