Senior Private Banker & Wealth Advisory Lead

JP Morgan Chase; Fort Lauderdale (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Fort Lauderdale is seeking a Private Banker to advise families on building, preserving, and managing wealth, using investments, credit and banking to support balance sheets. You will work with a local team and leverage an institutional platform to help clients achieve their goals.

You will collaborate with internal specialists to deliver holistic planning, drive new client acquisition, and maintain exceptional client experience while adhering to risk controls.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree is required.
• Series 7 and 66 licenses and Insurance licenses are required or to be obtained within 90 days.
• Proven sales success and strong business acumen.
• Established network and community presence.
• Understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain client relationships with trust and understanding of needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation and wealth planning.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure solutions meet client needs through holistic, goals-based planning.
• Adhere to risk and control policies and security measures.

Skills

Private banking experience

Sales

Relationship management

Wealth planning knowledge

Investments knowledge

Licenses: Series 7/66

Licenses: Insurance

Education

Bachelor’s Degree

MBA

CFA

CFP

JD

Job description

JPMorgan Chase & Co. in Fort Lauderdale is seeking a Private Banker to advise families on building, preserving, and managing wealth, using investments, credit and banking to support balance sheets. You will work with a local team and leverage an institutional platform to help clients achieve their goals.

You will collaborate with internal specialists to deliver holistic planning, drive new client acquisition, and maintain exceptional client experience while adhering to risk controls.