Senior Private Banker - Wealth Strategy Leader

Next Frontier Capital; Raleigh (NC); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks a seasoned Private Banker to advise families on building, preserving and managing wealth. You will work with a local team and an institutional platform to deliver holistic financial solutions.

You will manage client relationships, generate new assets, and advise on balance sheets across investments, credit and banking, collaborating with specialists to meet client goals and deliver premier service.

Qualifications

• Six or more years in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• Proven sales success and strong business acumen.
• Established local network.
• Knowledge of investments, wealth planning, credit and banking concepts.
• Client-focused and tireless in serving the client.

Responsibilities

• Manage and maintain client relationships with trust and understanding.
• Generate business results and acquire new assets from existing and new clients.
• Advise on balance sheets including asset allocation and wealth planning.
• Partner with internal specialists for interdisciplinary expertise.
• Connect clients across JP Morgan Chase & Co. lines of business.
• Ensure solutions meet client goals through holistic planning.
• Adhere to risk controls and regulatory guidelines.

Skills

Private Banking

Sales experience

Client relationship management

Financial services knowledge

Licenses: Series 7/66/Insurance

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks a seasoned Private Banker to advise families on building, preserving and managing wealth. You will work with a local team and an institutional platform to deliver holistic financial solutions.

You will manage client relationships, generate new assets, and advise on balance sheets across investments, credit and banking, collaborating with specialists to meet client goals and deliver premier service.