Senior Private Banker & Wealth Strategy Lead

Aumni; Cincinnati (OH); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan in Cincinnati is seeking a Private Banker to join its U.S. Private Bank. This role involves managing client relationships, providing expert financial advice, and generating new business. Candidates should have at least six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and necessary licenses. The position offers a competitive salary and extensive benefits including healthcare, retirement plans, and wellness programs.

Qualifications

• Minimum of six years of experience in Private Banking or Financial Services.
• Proven track record of sales success.
• Strong understanding of investments, wealth planning, and credit.

Responsibilities

• Manage client relationships and provide tailored financial advice.
• Generate new business and expand existing client base.
• Advise clients on their overall financial health and investment strategy.

Skills

Sales success

Business acumen

Client-focused

Education

Bachelor's Degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

J.P. Morgan in Cincinnati is seeking a Private Banker to join its U.S. Private Bank. This role involves managing client relationships, providing expert financial advice, and generating new business. Candidates should have at least six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and necessary licenses. The position offers a competitive salary and extensive benefits including healthcare, retirement plans, and wellness programs.