Senior Private Banker - Wealth Strategy & Client Growth

Testing Site - JPMC; Grand Rapids (MI); On-site; USD 150,000 - 210,000; Full time

Job summary

Testing Site - JPMC in Grand Rapids, USA is seeking a Private Banker to advise families on building, preserving and managing wealth. You will apply knowledge of investments, wealth planning, credit and banking to current clients and help grow the book by acquiring new assets, supported by an institutional platform.

You will join a local team with access to specialists and cross-market insights, while strictly adhering to risk controls and regulatory guidelines.

Qualifications

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

Six+ years exp

Sales experience

Client relationships

Series 7/66/Insurance

Education

Bachelor’s Degree

Job description

Testing Site - JPMC in Grand Rapids, USA is seeking a Private Banker to advise families on building, preserving and managing wealth. You will apply knowledge of investments, wealth planning, credit and banking to current clients and help grow the book by acquiring new assets, supported by an institutional platform.

You will join a local team with access to specialists and cross-market insights, while strictly adhering to risk controls and regulatory guidelines.