Senior Private Banker & Wealth Architect

Fairygodboss; Denver (CO); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

Comprehensive benefits

Tuition reimbursement

Job summary

JPMorgan Chase & Co. in Denver seeks an experienced Private Banker to advise families on building, preserving and managing wealth using investments, wealth planning, credit, and banking expertise.

You will collaborate with a local team and leverage a strong institutional platform to help clients achieve their goals. You will manage relationships, acquire new assets, and provide holistic balance-sheet guidance while partnering with internal specialists and ensuring compliance with risk and

Qualifications

• Seven plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; 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 and understanding client needs, providing targeted advice, and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on their overall balance sheet, including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure solutions fulfill clients' needs through holistic goals-based planning.
• Strictly adhere to risk and regulatory policies and security measures.

Skills

Private Banking

Sales

Client Relationship Management

Wealth Advisory

Business Acumen

Networking

Client Experience

Investment Knowledge

Wealth Planning

Credit & Banking

Education

Bachelor's Degree

MBA/JD/CFA/CFP preferred

Certifications (Series 7/66, Insurance)

Job description

JPMorgan Chase & Co. in Denver seeks an experienced Private Banker to advise families on building, preserving and managing wealth using investments, wealth planning, credit, and banking expertise.

You will collaborate with a local team and leverage a strong institutional platform to help clients achieve their goals. You will manage relationships, acquire new assets, and provide holistic balance-sheet guidance while partnering with internal specialists and ensuring compliance with risk and