Senior Private Banker: Wealth Strategy & Growth

Next Frontier Capital; Baltimore (MD); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States is seeking an experienced Private Banker to advise high-net-worth clients on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking to support clients and grow assets.

You will work with a local team and be supported by a broad institutional platform with resources to help you achieve clients’ goals while adhering to risk policies.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience in investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new acquisitions.
• Advise clients on balance sheet, asset allocation, and wealth planning.
• Collaborate with internal specialists to provide interdisciplinary expertise.

Skills

Private Banking experience

Client relationship management

Sales acumen

Financial planning knowledge

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP preferred

Job description

JPMorgan Chase & Co. in the United States is seeking an experienced Private Banker to advise high-net-worth clients on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking to support clients and grow assets.

You will work with a local team and be supported by a broad institutional platform with resources to help you achieve clients’ goals while adhering to risk policies.