Wealth Advisor – Private Banking

JPMorganChase; New York (NY); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

An established industry player is seeking a dynamic Private Banker to join their team in New York. This role involves advising clients on wealth management, investment strategies, and financial planning. The ideal candidate will have a strong background in private banking and a commitment to delivering exceptional client experiences. You will collaborate with a talented team and leverage institutional resources to help clients achieve their financial goals. If you thrive in a fast-paced environment and are passionate about client success, this opportunity is perfect for you.

Qualifications

• 6+ years experience in Private Banking or Financial Services required.
• Strong community presence with an established network.

Responsibilities

• Manage and maintain relationships with clients, providing targeted advice.
• Generate business results and acquire new assets from clients.

Skills

Private Banking

Financial Services

Client Relationship Management

Sales Acumen

Wealth Planning

Investment Management

Credit and Banking Concepts

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP

Job description

An established industry player is seeking a dynamic Private Banker to join their team in New York. This role involves advising clients on wealth management, investment strategies, and financial planning. The ideal candidate will have a strong background in private banking and a commitment to delivering exceptional client experiences. You will collaborate with a talented team and leverage institutional resources to help clients achieve their financial goals. If you thrive in a fast-paced environment and are passionate about client success, this opportunity is perfect for you.