Senior Private Banker: Wealth Strategy & Client Growth

JPMorgan Chase & Co.; North Carolina; On-site; USD 100,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank is seeking an accomplished Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, planning, and credit expertise to serve current clients and attract new assets, while collaborating with a broad institutional platform.

The role requires 6+ years in private banking or financial services, a Bachelor's degree, and Series 7/66 and Insurance licenses (or the ability to obtain them within 90 days).

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 must 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 JPMorgan 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

Client relationship management

Sales experience

Financial planning

Wealth management

Regulatory awareness

Communication skills

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in the U.S. Private Bank is seeking an accomplished Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, planning, and credit expertise to serve current clients and attract new assets, while collaborating with a broad institutional platform.

The role requires 6+ years in private banking or financial services, a Bachelor's degree, and Series 7/66 and Insurance licenses (or the ability to obtain them within 90 days).