Senior Private Banker & Wealth Strategy Lead

Aumni; New York (NY); On-site; USD 140,000 - 230,000; Full time

Job summary

JPMorgan Chase & Co in New York is seeking an experienced Private Banker to advise high-net-worth families on building and preserving wealth. You will work with a team to deliver holistic balance-sheet advice, investing, credit and banking solutions.

Responsibilities include managing client relationships, acquiring assets, and collaborating with internal specialists across the firm's lines of business. A strong network and proven sales track record are essential.

Qualifications

• Six+ years in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses, or must obtain 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 work tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust, 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

6+ years exp

Licenses: Series 7/66

Insurance licenses

Sales experience

Business acumen

Networking

Investments/wealth planning

Client focus

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co in New York is seeking an experienced Private Banker to advise high-net-worth families on building and preserving wealth. You will work with a team to deliver holistic balance-sheet advice, investing, credit and banking solutions.

Responsibilities include managing client relationships, acquiring assets, and collaborating with internal specialists across the firm's lines of business. A strong network and proven sales track record are essential.