Senior Private Banker — Wealth Strategy & Growth

JPMorgan Chase; Raleigh (NC); On-site; USD 120,000 - 140,000; Full time

Job summary

A leading financial institution is seeking a Private Banker in Raleigh, NC to advise clients on wealth management and build strong relationships. The ideal candidate will have over 6 years of experience in private banking or financial services, a Bachelor's degree, and the necessary licenses. Responsibilities include managing client relationships, generating business results, and providing tailored financial advice. This role offers a collaborative environment and opportunities for professional growth.

Qualifications

• 6+ years of experience in private banking or financial services.
• Proven sales success and strong business acumen.
• Knowledge of investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain relationships with clients.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet.
• Partner with internal specialists for expertise.
• Connect clients across all business lines.

Skills

Private banking experience

Sales success

Client-focused approach

Financial services knowledge

Education

Bachelor's degree

Job description

A leading financial institution is seeking a Private Banker in Raleigh, NC to advise clients on wealth management and build strong relationships. The ideal candidate will have over 6 years of experience in private banking or financial services, a Bachelor's degree, and the necessary licenses. Responsibilities include managing client relationships, generating business results, and providing tailored financial advice. This role offers a collaborative environment and opportunities for professional growth.