Senior Private Banker & Wealth Strategy Leader

JPMorgan Chase & Co.; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan in the U.S. Private Bank seeks an experienced Private Banker to advise families on building, preserving and managing wealth.

You’ll leverage investments, credit and banking knowledge to guide current clients and drive new assets, within a local team and institutional platform. You will collaborate with specialists to deliver interdisciplinary expertise, ensuring holistic goals-based planning while adhering to risk and policy requirements.

Qualifications

• 10+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required (or must obtain within 90 days).
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain client relationships, understand needs, provide targeted advice, and deliver an exceptional client experience.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, investment management, wealth planning, credit and banking.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of JPMorgan Chase & Co."s businesses.
• Ensure solutions meet client needs through holistic, goals-based planning.
• Adhere to risk and regulatory policies and security measures.

Skills

Client relationship management

Sales experience

Business acumen

Networking

Client-focused

Education

Bachelor’s Degree

Tools

Series 7 / Series 66 licenses

Job description

J.P. Morgan in the U.S. Private Bank seeks an experienced Private Banker to advise families on building, preserving and managing wealth.

You’ll leverage investments, credit and banking knowledge to guide current clients and drive new assets, within a local team and institutional platform. You will collaborate with specialists to deliver interdisciplinary expertise, ensuring holistic goals-based planning while adhering to risk and policy requirements.