Senior Private Banking Leader: Wealth & Client Growth

Testing Site - JPMC; San Francisco (CA); Sur place; USD 120 000 - 250 000; Plein temps

Résumé du poste

J.P. Morgan is seeking a Private Banker for the U.S. Private Bank in San Francisco.

You will advise families on building, preserving and managing wealth, using investments, planning, credit and banking to support client goals. You will work with a local team and leverage the firm’s platform for cross-market collaboration. The role emphasizes client-focused service, disciplined risk management, and the ability to generate new assets while maintaining deep client relationships across JP Morgan’s

Qualifications

• Minimum six years in private banking or financial services.
• Bachelor’s degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days.
• Proven sales success and strong business acumen.
• Strong network and community presence.
• Experience with investments, wealth planning, credit and banking.

Responsabilités

• Manage and maintain client relationships with trust and understanding.
• Generate new assets from existing clients and new acquisitions.
• Advise on balance sheet, asset allocation, investments and banking needs.
• Collaborate with internal specialists for interdisciplinary client solutions.
• Connect clients across all JP Morgan lines of business.
• Ensure solutions meet client goals through holistic planning.
• Adhere to risk, controls, and regulatory guidelines.

Connaissances

6+ years exp

Series 7 license

Series 66 license

Insurance license

Sales track record

Strong business acumen

Established local network

Wealth management knowledge

Formation

Bachelor's Degree

MBA preferred

CFA/ CFP preferred

Description du poste

J.P. Morgan is seeking a Private Banker for the U.S. Private Bank in San Francisco.

You will advise families on building, preserving and managing wealth, using investments, planning, credit and banking to support client goals. You will work with a local team and leverage the firm’s platform for cross-market collaboration. The role emphasizes client-focused service, disciplined risk management, and the ability to generate new assets while maintaining deep client relationships across JP Morgan’s