Senior Private Banker & Wealth Solutions Lead

JPMorganChase; Fort Lauderdale (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase in Fort Lauderdale seeks an experienced Private Banker to advise families on building, preserving and managing their wealth using investments, credit and banking expertise. You will work with a local team and a platform with resources to help clients achieve their goals while expanding the client base and deepening relationships across J.P.

Morgan's private banking network. The role emphasizes a client-first approach, compliance with risk policies, and ongoing professional

Qualifications

• Six or more years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or 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 client relationships with trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on 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 JPMorgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives with holistic goals-based planning.

Skills

Client relationship management

Sales experience

Business acumen

Regulatory/compliance focus

Education

Bachelor's Degree

MBA

JD

CFA

CFP

Job description

JPMorganChase in Fort Lauderdale seeks an experienced Private Banker to advise families on building, preserving and managing their wealth using investments, credit and banking expertise. You will work with a local team and a platform with resources to help clients achieve their goals while expanding the client base and deepening relationships across J.P.

Morgan's private banking network. The role emphasizes a client-first approach, compliance with risk policies, and ongoing professional