Senior Private Banker & Wealth Strategy Leader

JPMorgan Chase & Co.; Raleigh (NC); On-site; USD 110,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Raleigh, NC. You will advise families on building, preserving and managing wealth, drawing on investments, planning, credit and banking to address balance sheets and growth.

You will work with a local team and be supported by an institutional platform with resources to help clients achieve goals, including interdisciplinary expertise and cross-sell across lines of business.

Qualifications

• Six+ 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.
• 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

Financial Services

Sales

Education

Bachelor's Degree

Tools

Series 7 License

Series 66 License

Insurance License

Job description

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Raleigh, NC. You will advise families on building, preserving and managing wealth, drawing on investments, planning, credit and banking to address balance sheets and growth.

You will work with a local team and be supported by an institutional platform with resources to help clients achieve goals, including interdisciplinary expertise and cross-sell across lines of business.