Senior Private Banker: Wealth Strategy & Client Advisory

JPMorgan Chase & Co.; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks a seasoned Private Banker to advise families on wealth, balance sheets, and goals-based planning. You will work with a local team and leverage an institutional platform to deliver tailored investment, credit, and banking solutions.

The role emphasizes client experience, cross-line collaboration, and adherence to risk controls, with opportunities for growth in a collaborative, high-caliber environment.

Qualifications

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

Responsibilities

• Manage and maintain client relationships with trust and tailored advice.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheets, asset allocation, and wealth planning.
• Collaborate with internal specialists for interdisciplinary client solutions.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure solutions align with goals and risk policies over time.
• Adhere to risk, controls, and regulatory requirements.

Skills

Private Banking experience

Sales excellence

Client relationship management

Financial acumen

Series 7 and 66 licenses

Networking / community presence

Wealth planning knowledge

Education

Bachelor’s Degree

Tools

Series 7 & Series 66

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks a seasoned Private Banker to advise families on wealth, balance sheets, and goals-based planning. You will work with a local team and leverage an institutional platform to deliver tailored investment, credit, and banking solutions.

The role emphasizes client experience, cross-line collaboration, and adherence to risk controls, with opportunities for growth in a collaborative, high-caliber environment.