Senior Private Banker & Wealth Strategy Leader

TwinThread; Miami (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking an accomplished Private Banker to join J.P. Morgan’s U.S. Private Bank in Miami. The successful candidate will manage client relationships, advise on wealth management, and generate new business. Candidates should have six years of experience in Private Banking or Financial Services, along with necessary licenses.

We offer a total rewards package, including salary based on experience and role, with various benefits such as health care coverage, retirement plans, and tuition reimbursement.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking.

Responsibilities

• Manage and maintain relationships with clients.
• Generate business results and acquire new assets.
• Advise clients on overall balance sheet.

Skills

Proven sales success

Strong business acumen

Client experience focus

Strong community presence

Education

Bachelor’s Degree

Tools

Series 7 License

Series 66 License

Insurance License

Job description

TwinThread is seeking an accomplished Private Banker to join J.P. Morgan’s U.S. Private Bank in Miami. The successful candidate will manage client relationships, advise on wealth management, and generate new business. Candidates should have six years of experience in Private Banking or Financial Services, along with necessary licenses.

We offer a total rewards package, including salary based on experience and role, with various benefits such as health care coverage, retirement plans, and tuition reimbursement.