Wealth Advisor - Private Banking Associate

JPMorganChase; Greenwich (CT); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution is seeking a Private Banker to provide exceptional wealth management services. You will advise clients on their investments and banking needs while building strong relationships. The ideal candidate has at least three years of experience in financial services, a Bachelor’s degree, and relevant licenses. A focus on client experience and a proven sales record are crucial. Join a dynamic team dedicated to helping clients achieve their financial goals.

Qualifications

• Minimum three years of experience in Private Banking or Financial Services.
• Proven sales success and ability to advise clients on wealth management.
• Strong community presence with an established network.

Responsibilities

• Manage relationships with clients, advising on wealth management.
• Generate business results and acquire new assets.
• Connect clients across all lines of business at J.P. Morgan.

Skills

Client experience focus

Sales success

Strong business acumen

Established network

Knowledge of investments

Education

Bachelor’s Degree

Series 7, 66, and Insurance licenses

Job description

A leading financial institution is seeking a Private Banker to provide exceptional wealth management services. You will advise clients on their investments and banking needs while building strong relationships. The ideal candidate has at least three years of experience in financial services, a Bachelor’s degree, and relevant licenses. A focus on client experience and a proven sales record are crucial. Join a dynamic team dedicated to helping clients achieve their financial goals.