Senior Private Banker & Wealth Strategy Leader

JPMorgan Chase & Co.; Denver (CO); On-site; USD 120,000 - 160,000; Full time

Job summary

J.P. Morgan Chase & Co. in Denver seeks a Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will leverage investments, credit and banking knowledge to advise current clients and attract new relationships.

You will work with a local team and an institutional platform to deliver holistic goals-based planning, while adhering to risk and regulatory standards.

Qualifications

• Seven plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses 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 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

Private Banking

Sales Experience

Relationship Management

Financial Planning

Series 7/66 Licenses

Education

Bachelor's Degree

MBA preferred

CFA/CFP preferred

Job description

J.P. Morgan Chase & Co. in Denver seeks a Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will leverage investments, credit and banking knowledge to advise current clients and attract new relationships.

You will work with a local team and an institutional platform to deliver holistic goals-based planning, while adhering to risk and regulatory standards.