Senior Private Banker: Wealth Strategy Lead

Next Frontier Capital; Austin (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Banker for the U.S. Private Bank in Austin to advise families on building, preserving and managing wealth using investments, planning, credit and banking expertise.

You will leverage a local team and institutional platform to deliver holistic financial guidance and exceptional client service. You will work with a detailed understanding of clients’ balance sheets, asset allocation and wealth planning and will collaborate with internal

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days.
• 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.
• Focus on the client experience and working 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

Sales experience

Relationship management

Financial services

Securities licenses

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Banker for the U.S. Private Bank in Austin to advise families on building, preserving and managing wealth using investments, planning, credit and banking expertise.

You will leverage a local team and institutional platform to deliver holistic financial guidance and exceptional client service. You will work with a detailed understanding of clients’ balance sheets, asset allocation and wealth planning and will collaborate with internal