Senior Private Banker: Wealth Strategy & Growth

Fairygodboss; Raleigh (NC); On-site; USD 110,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth.

You will leverage investments, planning, credit and banking to serve current clients and acquire new assets within a collaborative, multi-market team. You will work with internal specialists to deliver holistic, goals-based solutions while maintaining strict risk and compliance standards.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong local network and community presence.
• Experience with investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs, delivering an exceptional client experience.
• Generate business results and acquire new assets from existing clients and new acquisitions.
• Advise clients on their balance sheet, asset allocation, investments, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise when needed.
• Connect clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions meet client goals in short, medium and long term through holistic planning.
• Strictly adhere to risk and control policies and regulatory guidelines.

Skills

Private Banking

Relationship management

Sales

Client advisory

Financial planning

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth.

You will leverage investments, planning, credit and banking to serve current clients and acquire new assets within a collaborative, multi-market team. You will work with internal specialists to deliver holistic, goals-based solutions while maintaining strict risk and compliance standards.