Senior Private Banker: Wealth Strategy & Client Growth

JPMorganChase; Greenwich (CT); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional client experience across various financial aspects.

This competitive position comes with a total rewards package including salary and various benefits aimed at meeting employee needs such as healthcare, retirement plans, and mental health support.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain relationships with clients.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet.

Skills

Sales success

Client relationship management

Investment knowledge

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional client experience across various financial aspects.

This competitive position comes with a total rewards package including salary and various benefits aimed at meeting employee needs such as healthcare, retirement plans, and mental health support.