Senior Private Banker — Wealth Strategy & Growth

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

Job summary

J.P. Morgan Chase & Co. in Denver seeks an experienced Private Banker to advise families on building, preserving and managing wealth, using investments, credit and banking to enhance client balance sheets.

You will join a local team and collaborate with specialists to deliver holistic, goals-based planning and exceptional client service.

This role emphasizes relationship development, regulatory adherence and strong business acumen to grow assets.

Qualifications

• Seven 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 with strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Focus on delivering excellent client experience.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on the balance sheet including asset allocation and investment management.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business at JPMorgan Chase & Co.
• Ensure solutions meet clients' needs and objectives through goals-based planning.
• Strictly adhere to risk, regulatory guidelines and security measures.

Skills

Client relationship management

Financial services

Sales

Communication

Networking

Education

Bachelor's Degree

Tools

Series 7

Series 66

Insurance licenses

Job description

J.P. Morgan Chase & Co. in Denver seeks an experienced Private Banker to advise families on building, preserving and managing wealth, using investments, credit and banking to enhance client balance sheets.

You will join a local team and collaborate with specialists to deliver holistic, goals-based planning and exceptional client service.

This role emphasizes relationship development, regulatory adherence and strong business acumen to grow assets.