Senior Private Banker: Wealth & Growth Advisor

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 100,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas is seeking a Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking to serve current clients and attract new assets.

You'll work with a local team supported by a robust institutional platform, collaborating with specialists across markets to deliver holistic, goals-based results and exceptional client experiences.

Qualifications

• Six+ 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, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Private Banking experience

Relationship management

Sales excellence

Client advisory

Networking & business development

Education

Bachelor's Degree

MBA

CFA

CFP

JD

Job description

JPMorgan Chase & Co. in Dallas is seeking a Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking to serve current clients and attract new assets.

You'll work with a local team supported by a robust institutional platform, collaborating with specialists across markets to deliver holistic, goals-based results and exceptional client experiences.