Senior Private Banker: Wealth Growth & Advisory Lead

JPMorgan Chase & Co.; Boston (MA); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co.'s U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth across investments, wealth planning, credit and banking. You will work with a local team and leverage an institutional platform to deliver optimal client outcomes.

The role emphasizes client experience, risk adherence and cross-line collaboration. Requirements include six+ years in private banking, Series 7/66 and insurance licenses with a 90‑day post-start timeline; a

Qualifikationen

• At least six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position; 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.

Aufgaben

• 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

Kenntnisse

Private Banking

Financial Services

Client relationship

Sales

Licenses

Ausbildung

Bachelor’s Degree

Tools

Series 7

Series 66

Insurance licenses

Jobbeschreibung

JPMorgan Chase & Co.'s U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth across investments, wealth planning, credit and banking. You will work with a local team and leverage an institutional platform to deliver optimal client outcomes.

The role emphasizes client experience, risk adherence and cross-line collaboration. Requirements include six+ years in private banking, Series 7/66 and insurance licenses with a 90‑day post-start timeline; a