Senior Private Banker: Wealth Strategy & Client Growth

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks an accomplished Private Banker to advise families on wealth, balance sheets and risk management within the U.S.

Private Bank, delivering tailored strategies and discretionary wealth planning, complex credit structuring, and close collaboration with investment and trust specialists. You will build trusted client relationships and deliver comprehensive financial solutions with internal specialists.

Qualifications

• Six+ years in private banking or financial services, a bachelor’s degree, Series 7/66 and insurance licenses (or ability to obtain within 90 days) are required.

Responsibilities

• Advise families on wealth, balance sheets and risk management.
• Build trusted client relationships and deliver comprehensive financial solutions with internal specialists.

Skills

Wealth management

Client relationship management

Education

Bachelor’s degree

Tools

Series 7/66

Insurance licenses

Job description

JPMorgan Chase & Co. in San Francisco seeks an accomplished Private Banker to advise families on wealth, balance sheets and risk management within the U.S. Private Bank.

You will build trusted client relationships and deliver comprehensive financial solutions with internal specialists. Six+ years in private banking or financial services, a bachelor’s degree, Series 7/66 and insurance licenses (or ability to obtain within 90 days) are required.