Senior Private Banker: Wealth Strategy & Client Growth

JP Morgan Chase; Seattle (WA); On-site; USD 120,000 - 230,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a seasoned Private Banker to advise high-net-worth families within the U.S. Private Bank. You will build and preserve wealth by leveraging investments, planning, credit and banking solutions while working in a local team with strong support from an institutional platform.

You will cultivate relationships, generate new assets, and deliver holistic, goals-based planning for clients. The role emphasizes client experience, risk discipline, and cross-line collaboration within

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or 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 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

Client relationship management

Sales acumen

Wealth management knowledge

Interpersonal communication

Education

Bachelor's degree

Job description

JPMorganChase is seeking a seasoned Private Banker to advise high-net-worth families within the U.S. Private Bank. You will build and preserve wealth by leveraging investments, planning, credit and banking solutions while working in a local team with strong support from an institutional platform.

You will cultivate relationships, generate new assets, and deliver holistic, goals-based planning for clients. The role emphasizes client experience, risk discipline, and cross-line collaboration within