Senior Private Banker: Wealth Strategy & Growth

JPMorgan Chase & Co.; Washington (District of Columbia); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class client experience.

As a Private Banker you will advise families on building, preserving and managing wealth using investments, planning, credit and banking, within a local team supported by an institutional platform to help you achieve goals. You will manage relationships, acquire assets, advise on balance sheets, and collaborate with

Qualifications

• Three 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

Skills

Private Banking

Relationship management

Sales skills

Financial planning

Asset allocation

Wealth management

Education

Bachelor's degree

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class client experience.

As a Private Banker you will advise families on building, preserving and managing wealth using investments, planning, credit and banking, within a local team supported by an institutional platform to help you achieve goals. You will manage relationships, acquire assets, advise on balance sheets, and collaborate with