Senior Private Banker | Wealth Strategy & Client Growth

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

Job summary

JPMorgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing their wealth, using investments, credit and banking expertise.

You will work with a local team, serving existing clients and acquiring new assets while collaborating with internal specialists and maintaining adherence to risk controls and regulatory guidelines.

Qualifications

• Six or more years of experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must be obtained 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.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new acquisition.
• Advise clients on overall balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions meet client needs and objectives with a holistic goals-based approach.
• Strictly adhere to risk and control policies and regulatory guidelines.

Skills

Six+ years experience

Sales experience

Client relationship building

Business acumen

Industry network

Wealth management knowledge

Education

Bachelor’s Degree

MBA/JD/CFA/ CFP preferred

Job description

JPMorgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing their wealth, using investments, credit and banking expertise.

You will work with a local team, serving existing clients and acquiring new assets while collaborating with internal specialists and maintaining adherence to risk controls and regulatory guidelines.