Senior Private Banker - Wealth Strategy & Growth

JPMorgan Chase & Co.; El Segundo (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing client relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have over six years of experience in private banking or financial services and a Bachelor's Degree. Licenses are required or must be obtained shortly after hiring. Strong client focus and proven sales success are crucial.

Qualifications

• 6+ years of experience in Private Banking or Financial Services.
• Must have Series 7, 66, and Insurance licenses (or obtain within 90 days).
• Demonstrated understanding of investments and wealth planning.

Responsibilities

• Manage relationships with clients by understanding needs and providing solutions.
• Generate new business and acquire assets.
• Advise on balance sheet, including investments and credit needs.

Skills

Private Banking experience

Financial Services

Sales success

Client focus

Education

Bachelor’s Degree

Job description

A leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing client relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have over six years of experience in private banking or financial services and a Bachelor's Degree. Licenses are required or must be obtained shortly after hiring. Strong client focus and proven sales success are crucial.