Senior Private Banker — Wealth Planning & Growth

JPMorganChase; Westlake Village (CA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in California is seeking a Private Banker. In this role, you will manage client relationships and provide comprehensive financial advice on investments and wealth planning. Ideal candidates have over 6 years of experience in private banking and possess a Bachelor's degree. The company offers a competitive rewards package including health benefits and opportunities for career development.

Qualifications

• 6+ years of experience in private banking or financial services.
• Proven sales success and strong business acumen.
• Experience or understanding of investments, wealth planning, credit and banking.

Responsibilities

• Manage client relationships to deliver exceptional experiences.
• Generate business results and acquire new clients.
• Advise on overall balance sheet and assist in wealth planning.

Skills

Sales success

Client experience focus

Strong community presence

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

A leading financial institution in California is seeking a Private Banker. In this role, you will manage client relationships and provide comprehensive financial advice on investments and wealth planning. Ideal candidates have over 6 years of experience in private banking and possess a Bachelor's degree. The company offers a competitive rewards package including health benefits and opportunities for career development.