Senior Private Banker — Wealth Strategy & Growth

Comunidade Metodista; Milwaukee (WI); On-site; USD 110,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. Milwaukee invites a Private Banker (VP/Executive Director) to advise families on wealth-building, preservation and balance sheet optimization. You’ll leverage investments, credit and banking expertise, collaborate with specialists, and drive new client acquisition.

You’ll join a local team supported by a broad platform, delivering client-focused solutions with disciplined risk management and a holistic goals-based planning approach.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or 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 and understanding client needs.
• Generate business results and acquire new assets from existing or new clients.
• Advise clients on their balance sheet including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business within JPMorgan Chase & Co.
• Ensure solutions meet client needs and goals over time.
• Adhere to risk and control policies and regulatory guidelines.

Skills

Client relationship management

Sales leadership

Wealth management knowledge

Regulatory awareness

Education

Bachelor's degree

MBA

CFACFP/JD preferred

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorgan Chase & Co. Milwaukee invites a Private Banker (VP/Executive Director) to advise families on wealth-building, preservation and balance sheet optimization. You’ll leverage investments, credit and banking expertise, collaborate with specialists, and drive new client acquisition.

You’ll join a local team supported by a broad platform, delivering client-focused solutions with disciplined risk management and a holistic goals-based planning approach.