Senior Private Banking & Wealth Advisor

JPMorgan Chase; San Francisco (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase in San Francisco seeks an experienced Private Banker to advise families on building, preserving and managing their wealth. You will use your knowledge of investments, planning, credit and banking to advise clients and generate new assets, while working with a local team and institutional platform.

You will partner with internal specialists to deliver interdisciplinary expertise and connect clients across JPMorgan Chase & Co.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• Proven sales success and strong business acumen.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients as needed.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions fulfill clients' needs and objectives long term through holistic goals-based planning.

Skills

Private Banking

Sales experience

Financial planning

Education

Bachelor's Degree

Job description

JPMorgan Chase in San Francisco seeks an experienced Private Banker to advise families on building, preserving and managing their wealth. You will use your knowledge of investments, planning, credit and banking to advise clients and generate new assets, while working with a local team and institutional platform.

You will partner with internal specialists to deliver interdisciplinary expertise and connect clients across JPMorgan Chase & Co.