Senior Private Banker - Wealth Strategy & Growth

JPMorgan Chase & Co.; Cincinnati (OH); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a seasoned Private Banker to join the U.S. Private Bank in Cincinnati, OH. You will advise families on building, preserving and managing wealth, using investments, planning, credit and banking to strengthen client balance sheets.

You will work with a local team and leverage a broad institutional platform to deepen client relationships, acquire assets, and deliver outstanding service while adhering to risk and regulatory standards.

Qualifications

• Six+ years of Private Banking/Financial Services experience.
• Bachelor’s degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days.
• 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.
• Focus on client experience and advocacy.

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

Private Banking

Relationship Management

Sales & Business Development

Client Advisory

Networking/Community Presence

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. is seeking a seasoned Private Banker to join the U.S. Private Bank in Cincinnati, OH. You will advise families on building, preserving and managing wealth, using investments, planning, credit and banking to strengthen client balance sheets.

You will work with a local team and leverage a broad institutional platform to deepen client relationships, acquire assets, and deliver outstanding service while adhering to risk and regulatory standards.