Senior Private Banker & Wealth Leader (MD)

JPMorganChase; Dallas (TX); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Job summary

A leading financial institution in Dallas is seeking a Private Banker – Managing Director to provide exceptional wealth management services. The role involves advising high-net-worth families on investments and financial planning while managing client relationships. Candidates should have a Bachelor’s degree, proven sales success, and strong community ties. This executive position offers competitive compensation and opportunities for professional growth within a prestigious team.

Qualifications

• Proven sales success and strong business acumen.
• Experience with investments, wealth planning, credit and banking.
• Strong community presence with an established network.

Responsibilities

• Manage client relationships and earn trust.
• Generate business results and acquire new clients.
• Advise clients on overall balance sheet and asset allocation.

Skills

Sales success

Client experience focus

Strong business acumen

Community presence

Education

Bachelor’s Degree

Job description

A leading financial institution in Dallas is seeking a Private Banker – Managing Director to provide exceptional wealth management services. The role involves advising high-net-worth families on investments and financial planning while managing client relationships. Candidates should have a Bachelor’s degree, proven sales success, and strong community ties. This executive position offers competitive compensation and opportunities for professional growth within a prestigious team.