Senior Private Banking Executive

JPMorgan Chase & Co.; Tulsa (OK); On-site; USD 130,000 - 190,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank seeks a Private Banker who can advise families on building, preserving and managing their wealth. Use knowledge of investments, financial planning, credit and banking to guide current clients and generate new asset growth.

You will be part of a local team and collaborate with colleagues from other markets, businesses and functions to take your career to the next level while strictly adhering to risk and control policies.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; 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
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Private Banking

Sales experience

Client relationships

Regulatory compliance

Education

Bachelor’s Degree

Job description

J.P. Morgan’s U.S. Private Bank seeks a Private Banker who can advise families on building, preserving and managing their wealth. Use knowledge of investments, financial planning, credit and banking to guide current clients and generate new asset growth.

You will be part of a local team and collaborate with colleagues from other markets, businesses and functions to take your career to the next level while strictly adhering to risk and control policies.