Wealth Advisor, Private Banking

JPMorgan Chase & Co.; Clayton (MO); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Clayton, Missouri, is seeking a Private Banker to advise families on building, preserving and managing wealth. You will work with investments, wealth planning, credit and banking to support current clients and attract new assets, within a local team backed by an institutional platform.

You will partner with internal specialists, translate client needs into holistic goals, and connect clients across JPMorgan Chase lines of business to deliver exceptional service.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated 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

Skills

Relationship management

Sales experience

Client-focused

Strong business acumen

Communication skills

Presentation skills

Organizational skills

Critical thinking

Networking

Education

Bachelor's Degree

MBA

Job description

JPMorgan Chase & Co. in Clayton, Missouri, is seeking a Private Banker to advise families on building, preserving and managing wealth. You will work with investments, wealth planning, credit and banking to support current clients and attract new assets, within a local team backed by an institutional platform.

You will partner with internal specialists, translate client needs into holistic goals, and connect clients across JPMorgan Chase lines of business to deliver exceptional service.