Senior Private Banker: Wealth Strategy & Growth

JPMorganChase; Greenwich (CT); On-site; USD 110,000 - 200,000; Full time

Job summary

JPMorganChase is seeking an experienced Private Banker to advise families in the U.S. Private Bank on building, preserving and managing wealth. You will leverage investments, credit and banking know-how to support current clients and attract new assets.

Join a local team backed by a robust institutional platform and cross-market collaboration. You will partner with specialists to deliver holistic solutions, focusing on the client experience and long-term goals.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree is required.
• Licenses: Series 7, Series 66 and Insurance; licenses must be obtained within 90 days if not held.

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 acquisition.
• Advise clients on balance sheet, asset allocation, investment management, wealth planning, credit and banking.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Connect clients across all lines of business of JPMorganChase & Co.
• Ensure proposed solutions meet clients' needs and objectives with a holistic, goal-based approach.
• Strictly adhere to risk and control policies and regulatory guidelines.

Skills

Private Banking

Client relationships

Financial planning

Sales experience

Education

Bachelor's Degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorganChase is seeking an experienced Private Banker to advise families in the U.S. Private Bank on building, preserving and managing wealth. You will leverage investments, credit and banking know-how to support current clients and attract new assets.

Join a local team backed by a robust institutional platform and cross-market collaboration. You will partner with specialists to deliver holistic solutions, focusing on the client experience and long-term goals.