Senior Private Banker: Wealth Strategy & Growth

Aumni; Cleveland (OH); In loco; USD 90.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive benefits

Discretionary incentive compensation

Descrizione del lavoro

JPMorganChase in the U.S. Private Bank is seeking a Private Banker to advise families on building, preserving and managing wealth. You will use investments, wealth planning, credit and banking to advise current clients and generate new assets.

You will be part of a local team supported by an institutional platform with resources and specialists to help you achieve clients’ goals. Requires Series 7/66 and Insurance licenses, plus a bachelor's degree.

Competenze

• Six 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.
• MBA, JD, CFA or CFP preferred.

Mansioni

• 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

Conoscenze

6+ years Private Banking

Bachelor’s Degree

Series 7/66 licenses

Insurance licenses

Sales experience

Strong network

Investments knowledge

Client-focused

Formazione

MBA

JD

CFA

CFP

Descrizione del lavoro

JPMorganChase in the U.S. Private Bank is seeking a Private Banker to advise families on building, preserving and managing wealth. You will use investments, wealth planning, credit and banking to advise current clients and generate new assets.

You will be part of a local team supported by an institutional platform with resources and specialists to help you achieve clients’ goals. Requires Series 7/66 and Insurance licenses, plus a bachelor's degree.