Senior Private Banker: Wealth Strategy and Client Growth

Testing Site - JPMC; Greenwich (CT); Presencial; USD 150 000 - 190 000; Tempo integral

Resumo da oferta

J.P. Morgan’s U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth. You’ll work with a local team and a broad institutional platform to help clients achieve their goals.

The role emphasizes deep knowledge of investments, wealth planning, credit and banking, with a focus on client experience and cross-divisional collaboration. Greenwich, CT on-site role with competitive compensation.

Qualificações

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days.
• 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.

Responsabilidades

• Manage and maintain relationships with clients by earning trust and delivering an exceptional client experience.
• 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 when needed.
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions fulfill clients' needs and objectives long term through holistic goals-based planning.
• Strictly adhere to risk and control policies, regulatory guidelines and security measures.

Conhecimentos

Private Banking

Six+ years

Bachelor's Degree

Series 7

Series 66

Insurance License

Sales Experience

Client Relationships

Wealth Planning

Asset Allocation

Formação académica

Bachelor's Degree

MBA

CFA

CFP

Descrição da oferta de emprego

J.P. Morgan’s U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth. You’ll work with a local team and a broad institutional platform to help clients achieve their goals.

The role emphasizes deep knowledge of investments, wealth planning, credit and banking, with a focus on client experience and cross-divisional collaboration. Greenwich, CT on-site role with competitive compensation.