Senior Private Banker: Wealth Strategy & Client Growth

JPMorgan Chase & Co.; Miami (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in Miami seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking knowledge to support current clients and attract new assets.

You will collaborate with specialists and connect clients across JPMorgan's franchises, while upholding risk controls and client-centric service excellence.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and advocates on behalf of the client.

Responsibilities

• Manage and maintain client relationships by delivering trust and targeted advice.
• Generate business results and acquire new assets from existing clients and new leads.
• Advise clients on their balance sheet including asset allocation and wealth planning.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Coordinate client offerings across all lines of business at JPMorgan Chase & Co.
• Ensure solutions meet client goals in short, mid, and long term with holistic planning.
• Strictly adhere to risk, control policies, and regulatory guidelines.

Skills

Relationship management

Client experience

Financial planning

Sales experience

Wealth management

Investment knowledge

Education

Bachelor's Degree

Tools

Series 7 license

Series 66 license

Insurance license

Job description

JPMorgan Chase & Co. in Miami seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking knowledge to support current clients and attract new assets.

You will collaborate with specialists and connect clients across JPMorgan's franchises, while upholding risk controls and client-centric service excellence.