Senior Private Banker — Wealth Strategy & Growth

JPMorganChase; Manhattan Beach (CA); On-site; USD 180,000 - 270,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Wellness centers

Job summary

JPMorganChase, a leading bank and wealth manager, seeks an experienced Private Banker to advise families on building, preserving and managing their wealth in the U.S. Private Bank. You will leverage investments, planning, credit and banking to serve current clients and attract new assets.

You will work with a local team and an institutional platform to deliver tailored solutions. You will join a team that delivers cross-market expertise, collaborates across businesses and functions, and supports

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• A Bachelor’s degree is required; advanced degrees are a plus.
• Licenses including Series 7, 66 and Insurance are required or must be obtained within 90 days.
• Proven sales success and strong business acumen.

Responsibilities

• Advise clients on wealth management, investments, credit and banking needs.
• Build new relationships and deepen existing client assets and footprints.
• Collaborate with internal specialists to deliver comprehensive solutions.
• Ensure risk and regulatory compliance in all client interactions.
• Present clear, compelling investment strategies and goals-based planning.

Skills

Private Banking experience

Sales success

Client relationship management

Financial products knowledge

Networking

Education

Bachelor's degree required

MBA preferred

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorganChase, a leading bank and wealth manager, seeks an experienced Private Banker to advise families on building, preserving and managing their wealth in the U.S. Private Bank. You will leverage investments, planning, credit and banking to serve current clients and attract new assets.

You will work with a local team and an institutional platform to deliver tailored solutions. You will join a team that delivers cross-market expertise, collaborates across businesses and functions, and supports