Senior Private Banker & Wealth Strategy Leader

JPMorganChase; Houston (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

JPMorganChase in Houston seeks a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth.

You will leverage investments, wealth planning, credit and banking knowledge to advise current clients and attract new assets within a local team and institutional platform. Ideal candidates have 10+ years in private banking or financial services, a Bachelor's degree, and relevant licenses.

Qualifications

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

Responsibilities

• Manage relationships with clients, earning trust and understanding needs to provide targeted advice.
• Generate business results and acquire new assets from existing clients and new acquisitions.
• Advise clients on balance sheets, asset allocation, investment management, wealth planning, credit and banking.
• Partner with internal specialists to provide interdisciplinary expertise as needed.
• Connect clients across all lines of JP Morgan Chase & Co.
• Ensure solutions meet client needs through holistic goals-based planning.
• Strictly adhere to risk, control policies, regulatory guidelines and security measures.

Skills

Private Banking

Sales experience

Network building

Client relationship

Wealth management

Education

Bachelor's Degree

MBA

JD

CFA

CFP

Job description

JPMorganChase in Houston seeks a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth.

You will leverage investments, wealth planning, credit and banking knowledge to advise current clients and attract new assets within a local team and institutional platform. Ideal candidates have 10+ years in private banking or financial services, a Bachelor's degree, and relevant licenses.