Senior Private Banker — Wealth Strategy & Growth

JPMorganChase; New York (NY); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

JPMorganChase's U.S. Private Bank seeks a Private Banker who advises families on building, preserving and managing wealth. You will leverage investments, credit and banking expertise to advise current clients and attract new assets within a collaborative local team.

You will work with internal specialists across the firm to deliver holistic planning, maintain strong client relationships, and ensure risk controls and regulatory compliance are observed.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Relationship management

Financial planning

Investment knowledge

Credit & banking

Sales aptitude

Networking

Ausbildung

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Jobbeschreibung

JPMorganChase's U.S. Private Bank seeks a Private Banker who advises families on building, preserving and managing wealth. You will leverage investments, credit and banking expertise to advise current clients and attract new assets within a collaborative local team.

You will work with internal specialists across the firm to deliver holistic planning, maintain strong client relationships, and ensure risk controls and regulatory compliance are observed.