Senior Private Wealth Advisor: Family Wealth Strategy

JPMorgan Chase & Co.; Palo Alto (CA); On-site; USD 125,000 - 230,000; Full time

Job summary

JPMorgan Chase & Co. in Palo Alto seeks an experienced Private Banker to advise families on building, preserving and managing wealth.

You will work with investments, wealth planning, credit, and banking to serve current clients and attract new assets. You will collaborate with a local team and internal specialists to deliver holistic solutions, maintain strong client relationships, and ensure compliance with risk policies while connecting clients across all lines of business to achieve

Qualifications

• Advising families on wealth building, preservation and management.
• Collaborating with internal specialists to deliver holistic wealth solutions.
• Ensuring compliance with risk policies in client service.

Responsibilities

• Advise families on building, preserving and managing wealth.
• Leverage investments, wealth planning, credit and banking to serve clients and attract assets.
• Maintain strong client relationships and connect clients across lines of business to achieve goals.

Skills

Wealth management

Client relationship mgmt

Financial analysis

Credit & banking

Job description

JPMorgan Chase & Co. in Palo Alto seeks an experienced Private Banker to advise families on building, preserving and managing wealth.

You will work with investments, wealth planning, credit, and banking to serve current clients and attract new assets. You will collaborate with a local team and internal specialists to deliver holistic solutions, maintain strong client relationships, and ensure compliance with risk policies while connecting clients across all lines of business to achieve