Senior Private Wealth Advisor & Relationship Architect

Testing Site - JPMC; Jacksonville (FL); On-site; USD 95,000 - 160,000; Full time

Job summary

J.P. Morgan is seeking exceptional Private Bankers to advise families on building and managing wealth, using investments, credit, and banking expertise. You will work with a local team and an institutional platform to help clients reach their goals.

You will manage relationships, acquire assets, and provide holistic balance-sheet advice, collaborating with internal specialists and across lines of business to deliver tailored solutions while adhering to risk and regulatory guidelines.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or 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

Six plus years experience

Sales excellence

Strong business acumen

Established network

Investments/wealth planning knowledge

Client-focused mindset

Education

Bachelor’s degree

Job description

J.P. Morgan is seeking exceptional Private Bankers to advise families on building and managing wealth, using investments, credit, and banking expertise. You will work with a local team and an institutional platform to help clients reach their goals.

You will manage relationships, acquire assets, and provide holistic balance-sheet advice, collaborating with internal specialists and across lines of business to deliver tailored solutions while adhering to risk and regulatory guidelines.