Senior Private Banker & Wealth Strategy Leader

Aumni; Charlotte (NC); Sur place; USD 120 000 - 170 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in the United States is seeking a Private Banker to advise families on building, preserving and managing their wealth, drawing on investments, credit and banking to deliver tailored guidance.

You will work with a local team and collaborate with specialists to provide holistic solutions, managing relationships and helping clients achieve long-term financial goals. The role emphasizes risk discipline, client experience, and a strong network within the community, with

Qualifications

• Six or more years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or able to obtain within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Client-centric focus and dedication to the client experience.

Responsabilités

• Manage and maintain client relationships with trust, understanding needs, and delivering an exceptional experience.
• Generate business results and acquire new assets from existing clients and new clients.
• Advise on balance sheet including asset allocation, wealth planning, credit and banking.
• Partner with internal specialists to provide interdisciplinary client solutions.
• Connect clients across all JP Morgan Chase lines of business.
• Ensure solutions meet clients’ short, medium and long-term goals.
• Adhere to risk, controls, regulatory guidelines and security measures.

Connaissances

Relationship building

Sales

Client focus

Communication

Networking

Financial acumen

Formation

Bachelor’s degree

Outils

Series 7

Series 66

Insurance licenses

Description du poste

JPMorgan Chase & Co. in the United States is seeking a Private Banker to advise families on building, preserving and managing their wealth, drawing on investments, credit and banking to deliver tailored guidance.

You will work with a local team and collaborate with specialists to provide holistic solutions, managing relationships and helping clients achieve long-term financial goals. The role emphasizes risk discipline, client experience, and a strong network within the community, with