Senior Private Banker: Wealth Strategy Leader

JPMorganChase; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site wellness centers

Tuition reimbursement

Job summary

JPMorganChase in Austin, TX seeks a Private Banker to advise families on wealth building and balance sheet management. You will partner with internal specialists to deliver holistic investment, credit and banking solutions and drive new assets with a client-centric approach.

The role requires Series 7, 66 and Insurance licenses (or the ability to obtain within 90 days) and a strong sales track record in private banking. MBA/CFA/JD are a plus.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's degree required.
• Licenses: Series 7, 66 and Insurance licenses; must obtain within 90 days if unlicensed.

Responsibilities

• Manage and maintain client relationships with a focus on trust and needs-based advice.
• Generate business results by acquiring new assets and advising on balance sheets.
• Provide holistic balance sheet guidance including investments, planning, credit and banking.

Skills

Client relationship management

Sales & business development

Wealth management knowledge

Financial planning

Cross-functional collaboration

Education

Bachelor's degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorganChase in Austin, TX seeks a Private Banker to advise families on wealth building and balance sheet management. You will partner with internal specialists to deliver holistic investment, credit and banking solutions and drive new assets with a client-centric approach.

The role requires Series 7, 66 and Insurance licenses (or the ability to obtain within 90 days) and a strong sales track record in private banking. MBA/CFA/JD are a plus.