Senior Private Banker: Wealth Advisory & Growth

CFA Institute; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Miami seeks a Private Banker to advise families on building, preserving and managing their wealth.

You will use investments, financial planning, credit and banking knowledge to advise clients and grow assets, within a collaborative local team supported by a strong institutional platform. Responsibilities include managing client relationships, acquiring assets, and delivering holistic balance-sheet solutions with a focus on risk management and objectives.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required; professional licenses pursued within 90 days of start date.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new clients.
• Advise clients on balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.

Skills

Client relationship management

Sales

Financial advisory

Communication skills

Regulatory compliance awareness

Education

Bachelor's Degree required

MBA/JD/CFA/ CFP preferred

Series 7, 66 and Insurance licenses required

Tools

Licensing proficiency

Job description

JPMorgan Chase & Co. in Miami seeks a Private Banker to advise families on building, preserving and managing their wealth.

You will use investments, financial planning, credit and banking knowledge to advise clients and grow assets, within a collaborative local team supported by a strong institutional platform. Responsibilities include managing client relationships, acquiring assets, and delivering holistic balance-sheet solutions with a focus on risk management and objectives.