Senior Private Banker: Wealth Strategy & Growth

JPMorganChase; Raleigh (NC); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is looking for an experienced Private Banker in Raleigh, NC, to provide financial advice and manage client relationships effectively. The role requires at least six years of experience in the financial services sector and a Bachelor's degree. You will be responsible for client acquisition and advising on investment and banking needs.

The position offers a competitive salary, potential commissions, and a range of comprehensive benefits including health care coverage and retirement savings. Innovative solutions and diversity are central to JPMorganChase’s mission.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and SIE required; unlicensed candidates considered, but must obtain licenses within 90 days.
• Experience in investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage relationships with clients to understand their needs and deliver solutions.
• Acquire new assets through client base and new client acquisition.
• Advise clients on balance sheet management and investment strategies.

Skills

Sales success

Business acumen

Client focus

Community presence

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

JPMorganChase is looking for an experienced Private Banker in Raleigh, NC, to provide financial advice and manage client relationships effectively. The role requires at least six years of experience in the financial services sector and a Bachelor's degree. You will be responsible for client acquisition and advising on investment and banking needs.

The position offers a competitive salary, potential commissions, and a range of comprehensive benefits including health care coverage and retirement savings. Innovative solutions and diversity are central to JPMorganChase’s mission.