Senior Private Wealth Advisor & Relationship Lead

JPMorgan Chase & Co.; San Antonio (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co.'s U.S. Private Bank in San Antonio is seeking an experienced Private Banker to advise families on building, preserving and managing wealth. You will use your knowledge of investments, credit and banking to guide clients and attract new assets.

You will collaborate with internal specialists across markets to deliver holistic solutions, maintain strong client relationships, and adhere to risk and regulatory standards in a high-trust environment.

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 may apply, but must obtain licenses within 90 days of start date.
• 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

Series 7 66 Insurance licenses

Sales success

Strong business acumen

Community presence

Investments knowledge

Client experience focus

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co.'s U.S. Private Bank in San Antonio is seeking an experienced Private Banker to advise families on building, preserving and managing wealth. You will use your knowledge of investments, credit and banking to guide clients and attract new assets.

You will collaborate with internal specialists across markets to deliver holistic solutions, maintain strong client relationships, and adhere to risk and regulatory standards in a high-trust environment.