Senior Wealth Advisor – Private Banking for Families

JPMorgan Chase & Co.; San Francisco (CA); In loco; USD 120.000 - 240.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in San Francisco seeks an accomplished Private Banker to advise families on wealth, balance sheets and risk management within the U.S.

Private Bank, delivering tailored strategies and discretionary wealth planning, complex credit structuring, and close collaboration with investment and trust specialists. You will build trusted client relationships and deliver comprehensive financial solutions with internal specialists.

Competenze

• Six+ years in private banking or financial services, a bachelor’s degree, Series 7/66 and insurance licenses (or ability to obtain within 90 days) are required.

Mansioni

• Advise families on wealth, balance sheets and risk management.
• Build trusted client relationships and deliver comprehensive financial solutions with internal specialists.

Conoscenze

Wealth management

Client relationship management

Formazione

Bachelor’s degree

Strumenti

Series 7/66

Insurance licenses

Descrizione del lavoro

JPMorgan Chase & Co. in San Francisco seeks an accomplished Private Banker to advise families on wealth, balance sheets and risk management within the U.S.

Private Bank, delivering tailored strategies and discretionary wealth planning, complex credit structuring, and close collaboration with investment and trust specialists. You will build trusted client relationships and deliver comprehensive financial solutions with internal specialists.