Senior Private Banker — Wealth Strategy & Client Growth

JPMorganChase; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorganChase in New York seeks a Private Banker to advise families on building, preserving and managing their wealth. You will leverage investments, credit, and banking solutions to tailor balance sheet advice and drive client outcomes.

You will work with a local team, supported by an institutional platform that provides access to specialists across markets to help you grow relationships and assets while upholding risk and regulatory standards.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client's behalf.

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

Private Banking

Financial Services

Sales

Client Experience

Investments

Wealth Planning

Education

Bachelor's Degree

Job description

JPMorganChase in New York seeks a Private Banker to advise families on building, preserving and managing their wealth. You will leverage investments, credit, and banking solutions to tailor balance sheet advice and drive client outcomes.

You will work with a local team, supported by an institutional platform that provides access to specialists across markets to help you grow relationships and assets while upholding risk and regulatory standards.