Senior Private Banker — Wealth Advisory & Growth

Aumni; Milwaukee (WI); On-site; USD 95,000 - 160,000; Full time

Benefits offered by this job

Health coverage

On-site health centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Banker to advise families on building, preserving, and managing wealth. You will leverage investments, planning, credit, and banking to support current clients and generate new assets, collaborating with specialists to provide holistic solutions.

The role emphasizes client experience, risk discipline, and cross-divisional collaboration within a long-standing global bank. A strong community network and licensing progression are expected.

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

Bachelor’s degree

Series 7/66 licenses

Insurance licenses

Sales achievement

Business acumen

Community presence

Investments knowledge

Client-focused

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the United States seeks a Private Banker to advise families on building, preserving, and managing wealth. You will leverage investments, planning, credit, and banking to support current clients and generate new assets, collaborating with specialists to provide holistic solutions.

The role emphasizes client experience, risk discipline, and cross-divisional collaboration within a long-standing global bank. A strong community network and licensing progression are expected.