Senior Private Banker & Wealth Advisory Leader

Testing Site - JPMC; Oklahoma City (OK); On-site; USD 150,000 - 230,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking an accomplished Private Banker to advise families on wealth management, planning and balance sheet optimization. You will leverage investments, credit, and banking expertise to serve current clients and attract new assets, collaborating with specialists across the firm.

You will operate within a local team, adhering to risk and regulatory requirements while delivering an exceptional client experience. A strong network and sale record are essential.

Qualifications

• Six plus years in Private Banking or Financial Services.
• Bachelor’s Degree is required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain within 90 days.
• Proven sales success with strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Focuses on client experience and acts on clients' behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding their needs.
• Generate business results and acquire new assets from existing clients and new clients.
• Advise clients on their balance sheet including asset allocation, investments, 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 proposed solutions meet clients' needs and objectives long term.

Skills

Private Banking

Sales

Relationship Management

Financial Planning

Investments Knowledge

Licenses Series 7/66 License

Education

Bachelor's Degree

Job description

J.P. Morgan’s U.S. Private Bank is seeking an accomplished Private Banker to advise families on wealth management, planning and balance sheet optimization. You will leverage investments, credit, and banking expertise to serve current clients and attract new assets, collaborating with specialists across the firm.

You will operate within a local team, adhering to risk and regulatory requirements while delivering an exceptional client experience. A strong network and sale record are essential.