Senior Private Banker: Wealth Advisory & Growth

Next Frontier Capital; Naples (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Banker for the U.S. Private Bank to advise families on wealth management, balance sheets, and integrated financial strategies.

You will build relationships, acquire assets, coordinate with internal specialists, and ensure risk and regulatory compliance while delivering a first-class client experience. Collaborate with a cross-market team to deliver holistic financial solutions and contribute to growth in a dynamic, client-focused

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain within 90 days of start.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Client-centric approach focused on delivering exceptional service.

Responsibilities

• Manage and maintain client relationships with trust and tailored advice.
• Generate business results and acquire new assets from existing and new clients.
• Advise on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business at JPMorgan Chase & Co.
• Ensure solutions meet clients' short, medium and long-term objectives.
• Strict adherence to risk, controls, and regulatory policies.

Skills

Client relationship management

Sales excellence

Business acumen

Investment knowledge

Wealth planning understanding

Communication skills

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Banker for the U.S. Private Bank to advise families on wealth management, balance sheets, and integrated financial strategies.

You will build relationships, acquire assets, coordinate with internal specialists, and ensure risk and regulatory compliance while delivering a first-class client experience. Collaborate with a cross-market team to deliver holistic financial solutions and contribute to growth in a dynamic, client-focused