Senior Private Banker, Wealth Strategy Leader

JPMorgan Chase & Co.; Birmingham (MI); On-site; USD 130,000 - 195,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a seasoned Private Banker to advise high-net-worth families on building and preserving wealth. You will integrate investments, planning, credit and banking solutions to optimize clients’ balance sheets and sponsor new client acquisition.

You will collaborate with internal specialists, serve as the client’s advocate, and ensure tailored, compliant strategies across short, mid and long-term goals within a local team structure.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required or obtainable 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 JPMorgan 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

Client relationship mgmt

Sales experience

Business acumen

Networking

Education

Bachelor's Degree

MBA/CF A/JD/ CFP preferred

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. is seeking a seasoned Private Banker to advise high-net-worth families on building and preserving wealth. You will integrate investments, planning, credit and banking solutions to optimize clients’ balance sheets and sponsor new client acquisition.

You will collaborate with internal specialists, serve as the client’s advocate, and ensure tailored, compliant strategies across short, mid and long-term goals within a local team structure.