Senior Private Banker - Wealth Strategy & Growth

Testing Site - JPMC; Washington (District of Columbia); On-site; USD 250,000 - 450,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank seeks an exceptionally talented Managing Director, Private Banker to advise families on building, preserving and managing wealth.

You will work with a local team and cross-market specialists to deliver holistic solutions across investments, credit and banking. The role requires deep client relationships, leadership and a proven track record in private banking, with Series 7/66 licenses or the commitment to obtain them within 90 days.

Qualifications

• Fifteen plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 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

Relationship management

Sales acumen

Client-focused service

Networking

Industry knowledge

Financial services expertise

Education

Bachelor’s Degree

MBA/JD/CFA/CFP preferred

Job description

J.P. Morgan’s U.S. Private Bank seeks an exceptionally talented Managing Director, Private Banker to advise families on building, preserving and managing wealth.

You will work with a local team and cross-market specialists to deliver holistic solutions across investments, credit and banking. The role requires deep client relationships, leadership and a proven track record in private banking, with Series 7/66 licenses or the commitment to obtain them within 90 days.