Senior Private Banker - Wealth Advisory & Growth

JP Morgan Chase; New York (NY); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Competitive total rewards package

Base salary + incentive compensation

Comprehensive benefits package

Job summary

JPMorgan Chase in New York's U.S. Private Bank is seeking a Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking to serve current clients and attract new ones.

You will work with a local team and an institutional platform providing specialists and capital to help clients achieve their goals, while strictly adhering to risk and regulatory guidelines.

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 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 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

Sales success

Business acumen

Client relationship management

Investments and wealth planning

Client-focused service

Education

Bachelor's Degree

Job description

JPMorgan Chase in New York's U.S. Private Bank is seeking a Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking to serve current clients and attract new ones.

You will work with a local team and an institutional platform providing specialists and capital to help clients achieve their goals, while strictly adhering to risk and regulatory guidelines.