Senior Private Banker — Wealth Management & Advisory

JPMorganChase; Naples (FL); On-site; USD 100,000 - 180,000; Full time

Job summary

JPMorganChase in the United States is seeking an experienced Private Banker to advise families on building, preserving and managing their wealth. You will leverage investments, planning, credit and banking to guide current clients and attract new relationships.

You will work with a local team, supported by a broad platform with specialists across markets and functions to help clients reach their goals, while strictly adhering to risk controls and regulatory guidelines.

Qualifications

• Six+ years of work experience in private banking or financial services.
• Bachelor's degree is required.
• Licenses: Series 7, Series 66, and Insurance; unlicensed candidates may start but must obtain licenses within 90 days.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs, delivering exceptional experience.
• Generate business results and acquire new assets from existing client base and new client acquisition.
• 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 your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions fulfill clients' needs and objectives in the short, medium and long term through holistic goals based planning.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Skills

Six+ years of experience in Private Bn

Education

Bachelor's Degree

Tools

Series 7 license

Series 66 license

Insurance license

Job description

JPMorganChase in the United States is seeking an experienced Private Banker to advise families on building, preserving and managing their wealth. You will leverage investments, planning, credit and banking to guide current clients and attract new relationships.

You will work with a local team, supported by a broad platform with specialists across markets and functions to help clients reach their goals, while strictly adhering to risk controls and regulatory guidelines.