Senior Private Banking Advisor - Wealth Strategy & Growth

JPMorganChase; Birmingham (MI); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Financial coaching

Job summary

JPMorganChase is seeking a Private Banker to advise families on managing their wealth. This role involves building client relationships, providing targeted financial advice, and generating new business.

Ideal candidates will have 6+ years of experience in financial services, a Bachelor's Degree, and strong sales skills. The position is based in Birmingham, Michigan, and offers a range of competitive rewards and benefits.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets from clients.
• Advise clients on their overall balance sheet, including asset allocation and investment management.

Skills

Private Banking or Financial Services experience

Sales success

Client experience focus

Networking

Education

Bachelor's Degree

Job description

JPMorganChase is seeking a Private Banker to advise families on managing their wealth. This role involves building client relationships, providing targeted financial advice, and generating new business.

Ideal candidates will have 6+ years of experience in financial services, a Bachelor's Degree, and strong sales skills. The position is based in Birmingham, Michigan, and offers a range of competitive rewards and benefits.