Senior Private Banker & Wealth Architect

Testing Site - JPMC; Boston (MA); Sur place; USD 180 000 - 300 000; Plein temps

Résumé du poste

J.P. Morgan's U.S. Private Bank seeks exceptional Private Bankers to advise families on building, preserving, and managing wealth. You will work with a local team and leverage a robust institutional platform to elevate client outcomes and expand the client base.

You will provide holistic balance-sheet guidance, incorporating investments, credit, and banking needs, while collaborating with specialists across the firm to deliver best-in-class client service.

Qualifications

• Fifteen plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 licenses or ability to obtain within 90 days of start date.
• Proven sales success and strong business acumen.

Responsabilités

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing or new clients.
• Advise clients on balance sheet components including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Connect clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions meet clients’ needs and objectives long term.

Connaissances

Private Banking experience

Series 7 & 66 licenses

Sales track record

Client relationship building

Formation

Bachelor’s Degree

Description du poste

J.P. Morgan's U.S. Private Bank seeks exceptional Private Bankers to advise families on building, preserving, and managing wealth. You will work with a local team and leverage a robust institutional platform to elevate client outcomes and expand the client base.

You will provide holistic balance-sheet guidance, incorporating investments, credit, and banking needs, while collaborating with specialists across the firm to deliver best-in-class client service.