Senior Private Banker: Wealth Strategy & Planning

Testing Site - JPMC; New York (NY); On-site; USD 120,000 - 250,000; Full time

Job summary

Testing Site - JPMC in New York is seeking a Private Banker to advise families on building, preserving and managing wealth, leveraging investments, credit and banking to grow client relationships and assets. You will work with a local team, supported by an institutional platform, and aim to deliver holistic, goals-based financial strategies that meet short-, mid-, and long-term objectives.

Ideal candidates have 3+ years in Private Banking, a Bachelor's, and relevant licenses or the commitment to

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position; 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

Skills

Private Banking

Financial Services

Sales

Client relations

Asset Allocation

Wealth Planning

Series 7/66

Insurance Licenses

Education

Bachelor's Degree

MBA

CFA

CFP

JD

Tools

Series 7

Series 66

Insurance Licenses

Job description

Testing Site - JPMC in New York is seeking a Private Banker to advise families on building, preserving and managing wealth, leveraging investments, credit and banking to grow client relationships and assets. You will work with a local team, supported by an institutional platform, and aim to deliver holistic, goals-based financial strategies that meet short-, mid-, and long-term objectives.

Ideal candidates have 3+ years in Private Banking, a Bachelor's, and relevant licenses or the commitment to