Senior Private Banking Advisor - Wealth Strategy & Growth

JPMorganChase; Chicago (IL); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is looking for a Private Banker to advise clients in managing their wealth. This role involves maintaining client relationships, generating new business, and offering holistic financial advice. Candidates should have at least six years of experience in financial services, a Bachelor's Degree, and essential licenses. This position offers competitive benefits and opportunities for professional development.

Join a dynamic team at JPMorganChase, where your skills in investment management and client service will shine.

Qualifications

• Minimum six years in Private Banking or Financial Services needed.
• Series 7, 66 and Insurance licenses are required.
• Proficient understanding of investment, banking, and wealth planning.

Responsibilities

• Manage relationships with clients and provide personalized advice.
• Generate new business and acquire assets from both existing and new clients.
• Partner with specialists to provide comprehensive client solutions.
• Ensure all solutions meet client goals and fulfill regulatory obligations.

Skills

Sales success

Client experience focus

Established network

Knowledge of bank products

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

JPMorganChase is looking for a Private Banker to advise clients in managing their wealth. This role involves maintaining client relationships, generating new business, and offering holistic financial advice. Candidates should have at least six years of experience in financial services, a Bachelor's Degree, and essential licenses. This position offers competitive benefits and opportunities for professional development.

Join a dynamic team at JPMorganChase, where your skills in investment management and client service will shine.