Senior Private Banker — Wealth & Growth Lead

Aumni; Cleveland (OH); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Mental health support

Job summary

TwinThread is seeking a Private Banker in Cleveland, OH, to manage client relationships and provide expert advice on wealth management. Applicants should have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the required licenses.

The ideal candidate will generate business results and ensure exceptional client experiences through a strong understanding of investments and banking. The role offers competitive salary packages and comprehensive benefits.

Qualifications

• Over six years of experience in Private Banking or Financial Services.
• Expertise in investments, wealth planning, credit, and banking concepts.
• Demonstrated sales success with strong business acumen.

Responsibilities

• Manage client relationships and earn trust.
• Generate business results through new and existing clients.
• Advise on asset allocation and investment management.
• Partner with internal specialists for interdisciplinary expertise.
• Connect clients across all lines of J.P. Morgan.

Skills

Private Banking

Financial Services

Sales Success

Strong Community Presence

Client Experience Focus

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP preferred

Tools

Series 7 License

Series 66 License

Insurance Licenses

Job description

TwinThread is seeking a Private Banker in Cleveland, OH, to manage client relationships and provide expert advice on wealth management. Applicants should have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the required licenses.

The ideal candidate will generate business results and ensure exceptional client experiences through a strong understanding of investments and banking. The role offers competitive salary packages and comprehensive benefits.