Senior Private Banker — Wealth Strategy & Client Growth

ENGINEERINGUK; Charlotte (NC); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health insurance

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Charlotte, NC seeks an experienced Private Banker to advise high-net-worth families on wealth, investments, credit, and banking. You will build trusted relationships, manage portfolios, and generate new business within a collaborative institutional platform.

You will work with a local team and leverage an extensive platform to tailor holistic balance sheet strategies and drive long-term client success. Prior licensing and compliance are essential.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; candidates may be unlicensed but must obtain licenses within 90 days.

Responsibilities

• Manage and maintain client relationships by earning trust and understanding client needs.
• Generate business results and acquire assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, wealth planning, credit, and banking needs.
• Partner with internal specialists to deliver interdisciplinary expertise when needed.
• Connect clients across all lines of business at JPMorgan Chase & Co.
• Ensure proposed solutions meet short, medium, and long term goals with holistic planning.
• Strictly adhere to risk, regulatory, and security policies.

Skills

Industry experience

Sales success

Relationship management

Networking

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. in Charlotte, NC seeks an experienced Private Banker to advise high-net-worth families on wealth, investments, credit, and banking. You will build trusted relationships, manage portfolios, and generate new business within a collaborative institutional platform.

You will work with a local team and leverage an extensive platform to tailor holistic balance sheet strategies and drive long-term client success. Prior licensing and compliance are essential.