Senior Private Banker & Wealth Strategist

JP Morgan Chase; Atlanta (GA); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorganChase in Atlanta seeks an experienced Private Banker to advise families on building and managing wealth, using investments, credit and banking expertise. You will serve a local team and leverage a robust institutional platform to help clients achieve financial goals.

The role emphasizes holistic planning, risk controls, client-centric service, and prospects generation to grow assets across the balance sheet.

Qualifications

• Six+ years in Private Banking or Financial Services
• Bachelor's Degree required
• Series 7, 66 and Insurance licenses required or must obtain within 90 days
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience in investments, wealth planning, credit and banking concepts
• Focus on client experience and working on client's behalf

Responsibilities

• Manage relationships with clients, earning trust and delivering an exceptional client experience
• Generate business results and acquire new assets from existing or new clients
• Advise on overall balance sheet, including asset allocation and wealth planning
• Collaborate with internal specialists to provide interdisciplinary expertise
• Connect clients across all lines of business
• Ensure solutions meet client needs through holistic planning
• Adhere to risk and regulatory policies and security measures

Skills

Six+ years Private Banking

Bachelor's Degree

Series 7 license

Series 66 license

Insurance license

Sales success

Established network

Investments knowledge

Wealth planning knowledge

Client-focused

Education

Bachelor's Degree

Job description

JPMorganChase in Atlanta seeks an experienced Private Banker to advise families on building and managing wealth, using investments, credit and banking expertise. You will serve a local team and leverage a robust institutional platform to help clients achieve financial goals.

The role emphasizes holistic planning, risk controls, client-centric service, and prospects generation to grow assets across the balance sheet.