Senior Private Banker: Wealth Strategy Lead

Testing Site - JPMC; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking a Private Banker in Dallas to advise families on building, preserving and managing wealth. You will work with a local team, leveraging a broad institutional platform to deliver holistic balance-sheet solutions across investments, credit and banking.

You will partner with internal specialists, grow new assets, and ensure the highest client experience while navigating risk policies and regulatory guidelines.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; 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

Client advisory

Financial acumen

Networking

Education

Bachelor's Degree

Series 7

Series 66

Insurance licenses

Job description

J.P. Morgan’s U.S. Private Bank is seeking a Private Banker in Dallas to advise families on building, preserving and managing wealth. You will work with a local team, leveraging a broad institutional platform to deliver holistic balance-sheet solutions across investments, credit and banking.

You will partner with internal specialists, grow new assets, and ensure the highest client experience while navigating risk policies and regulatory guidelines.