Senior Private Banker — Wealth Strategy & Growth

Aumni; Seattle (WA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Seattle is seeking an accomplished Private Banker to advise high-net-worth families, build lasting relationships, and grow assets within the U.S. Private Bank.

You will use your wealth management knowledge, credit and investment expertise to serve clients and collaborate with specialists. The role demands six plus years in private banking, a Bachelor's degree, and required licenses (Series 7, 66, and insurance).

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required or must be obtained within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience in investments, wealth planning, credit, and banking concepts.
• Client-focused with a commitment to delivering superior service.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheets, asset allocation, and wealth planning.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure solutions meet client needs through holistic, goals-based planning.
• Strictly adhere to risk and control policies and regulatory guidelines.

Skills

Private Banking

Sales experience

Client relationship management

Networking

Financial planning knowledge

Regulatory compliance

Education

Bachelor's degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. in Seattle is seeking an accomplished Private Banker to advise high-net-worth families, build lasting relationships, and grow assets within the U.S. Private Bank.

You will use your wealth management knowledge, credit and investment expertise to serve clients and collaborate with specialists. The role demands six plus years in private banking, a Bachelor's degree, and required licenses (Series 7, 66, and insurance).