Senior Private Banker – Wealth Growth & Planning

Aumni; North Carolina; On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site wellness centers

Tuition reimbursement

Job summary

JPMorgan Chase & Co. in the United States is seeking an experienced Private Banker to advise high-net-worth families on building, preserving and managing wealth. You will work with a local team and leverage an institutional platform to deliver comprehensive balance sheet solutions, investments, credit and banking guidance.

The role emphasizes client experience, rigorous risk adherence and collaboration with internal specialists to deliver holistic planning across short to long-term goals.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or to be obtained 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.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs; provide targeted advice and deliver an exceptional client experience.
• Generate business results and acquire new assets from existing clients and new acquisitions.
• Advise clients on their 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 clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions meet clients’ needs and objectives in the short, medium and long term through holistic planning.
• Strictly adhere to risk and regulatory guidelines and security measures.

Skills

Private Banking

Sales experience

Relationship management

Client advisory

Licenses (Series 7/66, Insurance)

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in the United States is seeking an experienced Private Banker to advise high-net-worth families on building, preserving and managing wealth. You will work with a local team and leverage an institutional platform to deliver comprehensive balance sheet solutions, investments, credit and banking guidance.

The role emphasizes client experience, rigorous risk adherence and collaboration with internal specialists to deliver holistic planning across short to long-term goals.