Senior Private Banker: Wealth Strategy & Client Impact

JPMorganChase; Washington (District of Columbia); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase in Washington, DC is seeking a Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will leverage investments, wealth planning, credit and banking to serve existing clients and attract new assets.

Join a collaborative team and work with internal specialists to deliver holistic, goals-based financial solutions while expanding your professional network and client base in a dynamic market.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated 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 JPMorgan 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

Skills

Private Banking

Client relationships

Sales experience

Series 7/66 licenses

Bachelor's degree

Investments & Wealth planning

Credit & Banking concepts

Networking

Education

Bachelor's degree

Job description

JPMorganChase in Washington, DC is seeking a Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will leverage investments, wealth planning, credit and banking to serve existing clients and attract new assets.

Join a collaborative team and work with internal specialists to deliver holistic, goals-based financial solutions while expanding your professional network and client base in a dynamic market.