Senior Private Banker - Wealth Strategy & Client Growth

JPMorgan Chase; Phoenix (AZ); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Employee wellness programs

Job summary

JPMorgan Chase is seeking a Private Banker in the U.S. Private Bank to advise families on wealth management, investments, credit and banking needs. You will work with a local team supported by a full platform to grow client assets and deliver comprehensive wealth solutions.

You will leverage an established network, a strong sales record and a deep understanding of private banking to drive client success, all while adhering to risk controls and regulatory guidelines.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; candidates may be unlicensed but must obtain 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.
• Focus on client experience and acting on clients' behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on their balance sheet including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions meet clients' needs with holistic planning.
• Strictly adhere to risk and control policies and security measures.

Skills

Private Banking

Sales

Relationship management

Financial planning

Client advisory

Risk awareness

Education

Bachelor's Degree

Job description

JPMorgan Chase is seeking a Private Banker in the U.S. Private Bank to advise families on wealth management, investments, credit and banking needs. You will work with a local team supported by a full platform to grow client assets and deliver comprehensive wealth solutions.

You will leverage an established network, a strong sales record and a deep understanding of private banking to drive client success, all while adhering to risk controls and regulatory guidelines.