Senior Private Banker — Wealth Planning & Growth

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth, using investment knowledge, credit and banking expertise to support current clients and acquire new assets.

You will work with a local team and leverage an institutional platform to deliver holistic balance sheet strategies, goals-based planning, and a superior client experience while adhering to risk controls.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses 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.
• Focuses on the client experience and works tirelessly on the client's behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall 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 that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Six plus years experience

Sales & business acumen

Client relationship management

Network / community presence

Wealth planning & investments

Regulatory & risk awareness

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. in New York seeks a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth, using investment knowledge, credit and banking expertise to support current clients and acquire new assets.

You will work with a local team and leverage an institutional platform to deliver holistic balance sheet strategies, goals-based planning, and a superior client experience while adhering to risk controls.