Senior Private Banker & Wealth Strategy Leader

Testing Site - JPMC; Raleigh (NC); On-site; USD 120,000 - 190,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank seeks a talented Private Banker to advise families on building and preserving wealth.

You will work with a local team and leverage an institutional platform to deliver tailored financial solutions. A strong network, six-plus years in private banking, and Series 7, 66, and SIE licenses are required; MBA/ CFA/ CFP preferred. This role involves managing client relationships, cross‑functional collaboration, and ongoing professional development within a high‑caliber

Qualifications

• Six or more years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and SIE 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

Client focus

Networking

Wealth knowledge

Education

Bachelor's degree

Tools

Series 7

Series 66

SIE

Job description

J.P. Morgan's U.S. Private Bank seeks a talented Private Banker to advise families on building and preserving wealth.

You will work with a local team and leverage an institutional platform to deliver tailored financial solutions. A strong network, six-plus years in private banking, and Series 7, 66, and SIE licenses are required; MBA/ CFA/ CFP preferred. This role involves managing client relationships, cross‑functional collaboration, and ongoing professional development within a high‑caliber