Senior Private Banker — Wealth Advisory & Growth

J.P. Morgan; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase in New York is seeking an experienced Private Banker to advise families on building, preserving and managing their wealth. You’ll draw on investments, wealth planning, credit and banking to serve existing clients and attract new assets.

You will work with a local team and consult with internal specialists to deliver holistic, goals-based planning while adhering to risk and regulatory standards.

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 may start and obtain licenses within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or 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 and understanding client needs.
• Provide targeted advice and develop thoughtful solutions for an exceptional client experience.
• Acquire new assets from existing clients and new client acquisition.
• Advise clients on balance sheets, asset allocation and wealth planning.
• Collaborate with internal specialists to offer interdisciplinary expertise when needed.
• Connect clients across all lines of business of the firm and ensure objectives are met.

Skills

Client relationship management

Sales experience

Strong business acumen

Client-focused service

Networking / community presence

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase in New York is seeking an experienced Private Banker to advise families on building, preserving and managing their wealth. You’ll draw on investments, wealth planning, credit and banking to serve existing clients and attract new assets.

You will work with a local team and consult with internal specialists to deliver holistic, goals-based planning while adhering to risk and regulatory standards.