Senior Private Banker: Wealth Strategy & Growth

JPMorgan Chase & Co.; Nurmi Isles (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking to support balance sheets and growth.

You will work with a local team, collaborate with cross-market specialists, and deliver holistic, goals-based solutions while upholding risk controls and regulatory guidelines to ensure superior client experiences.

Qualifications

• Six+ years in private banking or financial services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required or must obtain within 90 days
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience with investments, wealth planning, credit and banking concepts
• Focus on client experience and advocacy

Responsibilities

• Manage relationships, understand client needs, and deliver tailored advice with exceptional service
• Generate business results and acquire new assets from existing clients and new prospects
• Advise on overall balance sheet including investments, wealth planning, credit and banking
• Collaborate with internal specialists to deliver interdisciplinary expertise
• Connect clients across all lines of business at J.P. Morgan Chase & Co.
• Ensure solutions meet client goals in short, mid and long term with holistic planning
• Adhere to risk, control policies and regulatory guidelines

Skills

Private Banking experience

Sales track record

Client relationship management

Investments knowledge

Wealth planning

Licenses: Series 7/66/Insurance

Business acumen

Education

Bachelor’s Degree

MBA/JD/CFA/CFP preferred

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking to support balance sheets and growth.

You will work with a local team, collaborate with cross-market specialists, and deliver holistic, goals-based solutions while upholding risk controls and regulatory guidelines to ensure superior client experiences.