Senior Private Banker — Wealth & Investments Advisor

JPMorgan Chase & Co.; Manhattan Beach (CA); On-site; USD 150,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Manhattan Beach. This role focuses on advising families on building, preserving, and managing wealth, using knowledge of investments, planning, credit, and banking to service current clients and grow new assets.

You will work with a local team and an institutional platform, collaborating across markets, businesses, and functions to provide holistic financial solutions that align with client goals and risk profiles.

Qualifications

• Six+ years of 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.
• Establishes a strong community presence and network.
• Experience with investments, wealth planning, credit and banking concepts.
• Client-focused and dedicated to service excellence.

Responsibilities

• Manage and maintain relationships with clients, understanding needs and delivering exceptional client experience.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise when needed.
• Connect clients across all lines of business within JPMorgan Chase & Co.

Skills

Relationship management

Sales experience

Financial acumen

Investments knowledge

Client-focused

Education

Bachelor's degree

Tools

Series 7

Series 66

Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Manhattan Beach. This role focuses on advising families on building, preserving, and managing wealth, using knowledge of investments, planning, credit, and banking to service current clients and grow new assets.

You will work with a local team and an institutional platform, collaborating across markets, businesses, and functions to provide holistic financial solutions that align with client goals and risk profiles.