Senior Private Banker & Wealth Strategist

Aumni; Birmingham (MI); On-site; USD 120,000 - 230,000; Full time

Benefits offered by this job

Health care

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing their wealth.

You will use knowledge of investments, financial planning, credit and banking to advise current clients and generate new client acquisition. You will be part of a local team supported by an institutional platform. You will partner with internal specialists to deliver holistic, disciplined planning and adhere to risk policies while growing client relationships

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• 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 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

Sales experience

Client focus

Strong communication

Relationship building

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing their wealth.

You will use knowledge of investments, financial planning, credit and banking to advise current clients and generate new client acquisition. You will be part of a local team supported by an institutional platform. You will partner with internal specialists to deliver holistic, disciplined planning and adhere to risk policies while growing client relationships