Senior Private Banker: Wealth Advisory & Client Growth

Fairygodboss; Greenwich (CT); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets.

You will be part of a local team and supported by an institutional platform with resources and expertise to help you achieve clients' goals over the short, medium, and long term.

Qualifications

• Three 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 must 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 JPMorgan 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.

Skills

Private Banking experience

Licenses: Series 7/66

Insurance license

Bachelor's degree

Sales ability

Strong network

Wealth management knowledge

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets.

You will be part of a local team and supported by an institutional platform with resources and expertise to help you achieve clients' goals over the short, medium, and long term.