Senior Private Banker: Wealth Growth & Client Advisory

JPMorgan Chase; New Orleans (LA); On-site; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution is seeking an experienced Private Banker in New Orleans to manage client relationships and advise on wealth management. The ideal candidate will have over six years of experience in private banking, possess strong business acumen, and hold a Bachelor's degree. Responsibilities include client acquisition and delivering exceptional service. A competitive rewards package and comprehensive benefits are offered, making this a great opportunity to advance your career in a dynamic environment.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Strong community presence with an established network.
• Proven sales success and business acumen.

Responsibilities

• Advise families on building, preserving, and managing their wealth.
• Manage and maintain client relationships to deliver exceptional experiences.
• Generate new client acquisition and business results.

Skills

Relationship management

Client-focused service

Investment knowledge

Sales acumen

Business development

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

A leading financial institution is seeking an experienced Private Banker in New Orleans to manage client relationships and advise on wealth management. The ideal candidate will have over six years of experience in private banking, possess strong business acumen, and hold a Bachelor's degree. Responsibilities include client acquisition and delivering exceptional service. A competitive rewards package and comprehensive benefits are offered, making this a great opportunity to advance your career in a dynamic environment.