Senior Private Banker: Wealth Advisory & Growth

JP Morgan Chase; San Francisco (CA); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

Base salary

Commission-based pay

Benefits

On-site health centers

Job summary

JPMorganChase is seeking an experienced Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth. You’ll use investments, financial planning, credit and banking knowledge to advise current clients and generate new client assets.

You’ll join a local team supported by a broad institutional platform to help clients reach their goals. You will work with internal specialists and partner across lines of business to deliver holistic, client-centered

Qualifications

• Six+ 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

Six+ years Private Banking

Series 7 license

Series 66 license

Insurance licenses

Sales experience

Business acumen

Local network

Investments/wealth planning knowledge

Education

Bachelor's Degree

Job description

JPMorganChase is seeking an experienced Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth. You’ll use investments, financial planning, credit and banking knowledge to advise current clients and generate new client assets.

You’ll join a local team supported by a broad institutional platform to help clients reach their goals. You will work with internal specialists and partner across lines of business to deliver holistic, client-centered