Senior Private Banker - Wealth Strategy & Growth

Testing Site - JPMC; Los Angeles (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

J.P. Morgan Chase & Co. in Los Angeles, CA, seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking to advise clients while expanding the client base and assets.

The role requires six+ years in Private Banking, a Bachelor’s degree, and Series 7/66 and insurance licenses (or to obtain within 90 days). A proven sales track record and strong community network are essential.

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.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client's behalf.

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

Six+ years Private Banking experience

Proven sales success

Strong business acumen

Strong community presence

Client-focused

Education

Bachelor's Degree

Series 7 & 66 licenses

Insurance license

MBA/JD/CFA/CFP preferred

Job description

J.P. Morgan Chase & Co. in Los Angeles, CA, seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking to advise clients while expanding the client base and assets.

The role requires six+ years in Private Banking, a Bachelor’s degree, and Series 7/66 and insurance licenses (or to obtain within 90 days). A proven sales track record and strong community network are essential.