Senior Private Banker: Wealth Strategy & Client Growth

Testing Site - JPMC; Pasadena (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking a seasoned Private Banker to advise families on building, preserving and managing their wealth, leveraging investments, credit and comprehensive banking solutions.

You will work with a local team and an institutional platform to deliver holistic goals-based planning and exceptional client experiences. Ideal candidates have 6+ years in private banking or financial services, a Bachelor’s degree, and licenses (Series 7, 66, and Insurance) or a plan to

Qualifications

• Six+ 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.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Client-focused attitude delivering exceptional service.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets 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

Sales

Client advisory

Investments

Wealth planning

Credit & Banking concepts

Regulatory/compliance awareness

Education

Bachelor's Degree

Job description

J.P. Morgan’s U.S. Private Bank is seeking a seasoned Private Banker to advise families on building, preserving and managing their wealth, leveraging investments, credit and comprehensive banking solutions.

You will work with a local team and an institutional platform to deliver holistic goals-based planning and exceptional client experiences. Ideal candidates have 6+ years in private banking or financial services, a Bachelor’s degree, and licenses (Series 7, 66, and Insurance) or a plan to