Senior Private Banker: Wealth Strategy & Growth

Testing Site - JPMC; Westlake Village (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Chase & Co. in the U.S.

Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, wealth planning, credit and banking to support clients. You will join a local team, collaborate with specialists, and work across markets to deliver tailored solutions while maintaining rigorous risk controls. The role emphasizes client experience, acquisition of new assets, and holistic balance sheet management in a dynamic private banking

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or 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

Series 7/66 licenses

Insurance licenses

Sales track record

Community network

Wealth planning knowledge

Client focus

Education

Bachelor’s Degree

Job description

J.P. Morgan Chase & Co. in the U.S.

Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, wealth planning, credit and banking to support clients. You will join a local team, collaborate with specialists, and work across markets to deliver tailored solutions while maintaining rigorous risk controls. The role emphasizes client experience, acquisition of new assets, and holistic balance sheet management in a dynamic private banking