Senior Private Banker - Wealth Strategy & Growth

JPMorgan Chase & Co.; Indianapolis (IN); In loco; USD 140.000 - 190.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in Indianapolis is seeking an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, credit and banking insights to serve existing clients and attract new assets.

You will work with a local team and an institutional platform, coordinating with specialists to deliver holistic, goals-based planning while adhering to risk and regulatory requirements.

Competenze

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.

Mansioni

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Provide targeted advice and develop thoughtful solutions for clients’ balance sheets.
• Advise clients on asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Connect clients across all lines of business of JPMorgan Chase & Co.

Conoscenze

Private Banking

Relationship Management

Financial Planning

Series Licenses

Formazione

Bachelor's Degree

Strumenti

CRM Software

Descrizione del lavoro

JPMorgan Chase & Co. in Indianapolis is seeking an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, credit and banking insights to serve existing clients and attract new assets.

You will work with a local team and an institutional platform, coordinating with specialists to deliver holistic, goals-based planning while adhering to risk and regulatory requirements.