Senior Private Wealth Banker & Advisor

JPMorgan Chase & Co.; United States; Presencial; USD 120.000 - 210.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in the U.S. Private Bank seeks exceptionally talented Private Bankers to provide clients with a first-class wealth advisory experience. You will guide families on building, preserving and managing wealth using investments, planning, credit and banking to meet their goals.

You will work with a local team, supported by a robust institutional platform to help you acquire new clients and deliver holistic balance-sheet solutions, while adhering to risk and regulatory standards.

Formación

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• 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 in investments, wealth planning, credit and banking concepts.

Responsabilidades

• Manage and maintain relationships with clients by earning trust and thoroughly understanding client needs.
• Generate business results and acquire new assets from existing clients and new acquisition.
• Advise clients on their balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions fulfill clients' needs and objectives in the short, medium and long term via holistic goals-based planning.
• Strictly adhere to risk and control policies, regulatory guidelines and security measures.

Conocimientos

Client relationship skills

Sales aptitude

Industry knowledge

Communication skills

Educación

Bachelor’s Degree

Herramientas

Series 7

Series 66

Insurance licenses

Descripción del empleo

JPMorgan Chase & Co. in the U.S. Private Bank seeks exceptionally talented Private Bankers to provide clients with a first-class wealth advisory experience. You will guide families on building, preserving and managing wealth using investments, planning, credit and banking to meet their goals.

You will work with a local team, supported by a robust institutional platform to help you acquire new clients and deliver holistic balance-sheet solutions, while adhering to risk and regulatory standards.