Senior Private Banker & Wealth Strategy MD

JPMorgan Chase & Co.; Washington (District of Columbia); On-site; USD 150,000 - 250,000; Full time

Job summary

A leading financial services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating new business. Candidates must hold a Bachelor's Degree and possess licensure or the ability to obtain it within 90 days. Strong client experience focus and proven sales success are necessary for the position.

Qualifications

• 15+ years of experience in Private Banking or Financial Services.
• Strong sales success and business acumen.
• Demonstrated understanding of investments and credit.

Responsibilities

• Manage client relationships and provide targeted advice.
• Generate new business and assets from clients.
• Advise clients on their overall balance sheet and asset allocation.

Skills

Relationship management

Business development

Investment management

Wealth planning

Client experience focus

Education

Bachelor's Degree

Job description

A leading financial services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating new business. Candidates must hold a Bachelor's Degree and possess licensure or the ability to obtain it within 90 days. Strong client experience focus and proven sales success are necessary for the position.