Senior Private Banker: Wealth Strategy & Client Growth

JPMorgan Chase & Co.; San Francisco (CA); Vor Ort; USD 150.000 - 230.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• Six+ years in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; licenses within 90 days of start date.
• 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 approach delivering superior service.

Aufgaben

• 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

Kenntnisse

Private Banking

Sales Experience

Client Relationship

Financial Knowledge

Networking

Series 7/66 Licenses

Insurance Licenses

Ausbildung

Bachelor’s Degree

MBA

JD

CFA

CFP

Jobbeschreibung

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.