Senior Private Banker: Wealth Strategy & Growth Lead

JPMorgan Chase & Co.; Indianapolis (IN); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an experienced Private Banker to advise families on building, preserving, and managing wealth within the U.S. Private Bank. You will utilize investments, financial planning, credit, and banking knowledge to guide current clients and acquire new assets.

Join a collaborative team and leverage an institutional platform with resources and specialists to help clients reach their goals while maintaining strict risk and regulatory controls.

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

Relationship management

Sales experience

Financial planning

Series 7/66 licenses

Networking

Goal-based planning

Education

Bachelor's Degree

Tools

Bloomberg

Excel

Wealth management software

Job description

JPMorgan Chase & Co. is seeking an experienced Private Banker to advise families on building, preserving, and managing wealth within the U.S. Private Bank. You will utilize investments, financial planning, credit, and banking knowledge to guide current clients and acquire new assets.

Join a collaborative team and leverage an institutional platform with resources and specialists to help clients reach their goals while maintaining strict risk and regulatory controls.