Senior Private Banker & Wealth Strategy Lead

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

Job summary

J.P. Morgan in Irvine, CA is seeking an experienced Private Banker to advise families on building, preserving and managing wealth through investments, credit and banking strategies. You will grow the client base and deliver tailored balance-sheet solutions within a collaborative private-bank platform.

You will work with a local team and benefit from an institutional platform that provides access to specialists, research and risk controls to help you achieve clients’ goals.

Qualifications

• 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 mgmt

Sales

Private banking

Networking

Client focus

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Insurance license

Job description

J.P. Morgan in Irvine, CA is seeking an experienced Private Banker to advise families on building, preserving and managing wealth through investments, credit and banking strategies. You will grow the client base and deliver tailored balance-sheet solutions within a collaborative private-bank platform.

You will work with a local team and benefit from an institutional platform that provides access to specialists, research and risk controls to help you achieve clients’ goals.