Senior Private Banker: Wealth Strategy & Growth

JP Morgan Chase; Palo Alto (CA); On-site; USD 150,000 - 190,000; Full time

Job summary

JP Morgan Chase in Palo Alto is seeking a Private Banker to advise families on building, preserving and managing wealth. You will use your knowledge of investments, financial planning, credit and banking to advise clients and generate new assets.

You will be part of a local team and supported by an institutional platform with resources to help achieve goals. The role requires six+ years in Private Banking or Financial Services, a Bachelor’s degree, and Series 7/66 and Insurance licenses (or

Qualifications

• Six plus 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

Private Banking

Relationship management

Sales experience

Investments knowledge

Wealth planning

Client service

Education

Bachelor’s Degree

MBA

JD

CFA

CFP

Job description

JP Morgan Chase in Palo Alto is seeking a Private Banker to advise families on building, preserving and managing wealth. You will use your knowledge of investments, financial planning, credit and banking to advise clients and generate new assets.

You will be part of a local team and supported by an institutional platform with resources to help achieve goals. The role requires six+ years in Private Banking or Financial Services, a Bachelor’s degree, and Series 7/66 and Insurance licenses (or