Senior Private Banker - Wealth Strategy & Growth

JPMorgan Chase & Co.; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Austin seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking expertise to advise current clients and acquire new assets.

You will work with a local team and leverage an institutional platform for comprehensive client service. Ideal candidates have 6+ years in Private Banking, a Bachelor's degree, and Series 7, 66 and Insurance licenses or must obtain them within 90 days.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; licenses must be obtained if not held at 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 and understanding client needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheets, asset allocation, investments, wealth planning, credit and banking.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business at JPMorgan Chase & Co.
• Ensure solutions meet needs and objectives through holistic, goals-based planning.
• Strictly adhere to risk and regulatory policies and security measures.

Education

Bachelor's Degree

MBA

JD

CFA

CFP

Tools

Series 7, Series 66

Insurance license

Job description

JPMorgan Chase & Co. in Austin seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking expertise to advise current clients and acquire new assets.

You will work with a local team and leverage an institutional platform for comprehensive client service. Ideal candidates have 6+ years in Private Banking, a Bachelor's degree, and Series 7, 66 and Insurance licenses or must obtain them within 90 days.