Senior Private Banker & Wealth Advisory Leader

JPMorgan Chase & Co.; Oklahoma City (OK); On-site; USD 110,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in Oklahoma City seeks an experienced Private Banker for the U.S. Private Bank.

You will advise families on building, preserving and managing wealth, using investments, planning, credit and banking to enhance client balance sheets. You'll work with internal specialists and a local team to deliver holistic, goals-based solutions. Requirements include six+ years in private banking or financial services, a Bachelor’s degree, Series 7/66 and Insurance licenses (or willingness to

Qualifications

• Six+ years in Private Banking or Financial Services
• Bachelor’s Degree
• Series 7, 66 and Insurance licenses; may be unlicensed but must obtain within 90 days
• Proven sales success
• Strong community presence with an established network
• Experience with investments, wealth planning, credit and banking concepts
• Focus on client experience
• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative and communicates clearly
• Strong presentation skills and organizational discipline
• Knowledge of equity, fixed income, hedge funds, private equity, real estate

Responsibilities

• Manage and maintain relationships with clients, earning trust and understanding needs
• Provide targeted advice and deliver an exceptional client experience
• Generate business results and acquire new assets from existing and new clients
• Advise clients on balance sheet: asset allocation, investment management, wealth planning, credit and banking
• Partner with internal specialists to provide interdisciplinary expertise
• Connect clients across all lines of business at J.P. Morgan Chase & Co
• Ensure solutions meet clients’ needs and goals via holistic planning
• Adhere to risk and regulatory policies and security measures

Skills

Private Banking experience

Sales experience

Client relationship management

Investments & wealth planning

Credit & banking concepts

Regulatory awareness

Education

Bachelor’s Degree

MBA

JD

CFA

CFP

Job description

JPMorgan Chase & Co. in Oklahoma City seeks an experienced Private Banker for the U.S. Private Bank.

You will advise families on building, preserving and managing wealth, using investments, planning, credit and banking to enhance client balance sheets. You'll work with internal specialists and a local team to deliver holistic, goals-based solutions. Requirements include six+ years in private banking or financial services, a Bachelor’s degree, Series 7/66 and Insurance licenses (or willingness to