Senior Private Banker & Wealth Strategy Lead

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks a Private Banker to advise families on building, preserving and managing wealth.

You will use investments, planning, credit and banking to advise current clients and acquire new assets within a local team and institutional platform. The role emphasizes holistic, goals-based planning, risk control, and delivering an exceptional client experience, with licensing requirements including Series 7, 66 and insurance; start date is to obtain licenses within 90

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Experience or understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new client base.
• Advise clients on 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 clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions fulfill clients' needs and objectives through holistic goals-based planning.

Skills

Private Banking experience

Sales experience

Financial services knowledge

Licenses: Series 7/66/Insurance

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. in San Francisco seeks a Private Banker to advise families on building, preserving and managing wealth.

You will use investments, planning, credit and banking to advise current clients and acquire new assets within a local team and institutional platform. The role emphasizes holistic, goals-based planning, risk control, and delivering an exceptional client experience, with licensing requirements including Series 7, 66 and insurance; start date is to obtain licenses within 90