Senior Private Banker - Wealth Strategy & Growth

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles seeks a Private Banker to advise families on building, preserving and managing wealth using investments, credit and banking solutions. You will collaborate with specialists to deliver holistic balance sheet strategies and drive new client acquisition.

The role emphasizes client experience, risk controls and collaboration across JPMorgan Chase platforms to meet short- and long-term goals.

Qualifications

• Six+ 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.

Responsibilities

• 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

Skills

Private Banking experience

Sales experience

Client relationship management

Wealth planning knowledge

Investments knowledge

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Los Angeles seeks a Private Banker to advise families on building, preserving and managing wealth using investments, credit and banking solutions. You will collaborate with specialists to deliver holistic balance sheet strategies and drive new client acquisition.

The role emphasizes client experience, risk controls and collaboration across JPMorgan Chase platforms to meet short- and long-term goals.