Senior Private Banker: Wealth Strategy & Growth

Testing Site - JPMC; San Diego (CA); Vor Ort; USD 120.000 - 160.000; Vollzeit

Zusammenfassung

J.P. Morgan Private Bank in the United States seeks exceptionally talented professionals to advise families on building, preserving and managing wealth. As a Private Banker, you will use investments, wealth planning, credit and banking knowledge to advise current clients and generate new assets.

You will work with a local team and partners across markets, businesses and functions to deliver holistic, goals-based planning while adhering to risk and regulatory standards.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Six+ years experience

Proven sales success

Strong business acumen

Strong community presence

Client-focused

Ausbildung

Bachelor's Degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Jobbeschreibung

J.P. Morgan Private Bank in the United States seeks exceptionally talented professionals to advise families on building, preserving and managing wealth. As a Private Banker, you will use investments, wealth planning, credit and banking knowledge to advise current clients and generate new assets.

You will work with a local team and partners across markets, businesses and functions to deliver holistic, goals-based planning while adhering to risk and regulatory standards.