Senior Private Wealth Advisor - VP

JPMorgan Chase; City of Rochester (NY); Presencial; USD 120.000 - 210.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Descripción de la vacante

JPMorgan Chase in the U.S. Private Bank is seeking a Private Banker to advise families on building and preserving wealth using investments, credit and banking know-how. You will work with a local team and leverage an institutional platform to help clients reach their goals.

You will manage relationships, generate new assets, and coordinate with internal specialists to provide holistic planning, while adhering to risk controls and regulatory requirements.

Formación

• Six 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.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.

Responsabilidades

• Manage and maintain client relationships by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new clients.
• Advise clients on overall balance sheet including asset allocation, investment management and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise when needed.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure solutions align with clients' short-, medium-, and long-term goals within risk controls.

Conocimientos

Private banking experience

Client relationship management

Sales acumen

Wealth planning understanding

Regulatory/compliance awareness

Educación

Bachelor's Degree required

MBA/JD/CFA/CFP preferred

Descripción del empleo

JPMorgan Chase in the U.S. Private Bank is seeking a Private Banker to advise families on building and preserving wealth using investments, credit and banking know-how. You will work with a local team and leverage an institutional platform to help clients reach their goals.

You will manage relationships, generate new assets, and coordinate with internal specialists to provide holistic planning, while adhering to risk controls and regulatory requirements.