Senior Private Banker - Wealth Strategy & Growth

JPMorganChase; Tampa (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase in Tampa, FL, is seeking a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth.

You will use investments, wealth planning, credit and banking to advise current clients and attract new assets within a local team supported by an institutional platform. The role requires six+ years in Private Banking or Financial Services, a Bachelor's degree, and Series 7/66 and Insurance licenses (or intent to obtain within 90 days).

Qualifications

• 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.

Responsibilities

• 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

Skills

Private Banking

Financial Services

Relationship Management

Sales

Asset Allocation

Education

Bachelor's Degree

MBA (preferred)

Job description

JPMorganChase in Tampa, FL, is seeking a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth.

You will use investments, wealth planning, credit and banking to advise current clients and attract new assets within a local team supported by an institutional platform. The role requires six+ years in Private Banking or Financial Services, a Bachelor's degree, and Series 7/66 and Insurance licenses (or intent to obtain within 90 days).