Wealth Advisor, Private Banking & Growth

JPMorgan Chase; Charlotte (NC); Vor Ort; USD 100.000 - 150.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Charlotte, NC seeks an experienced Private Banker to advise families on building, preserving and managing wealth.

You will use investments, wealth planning, credit and banking to support current clients and attract new assets, collaborating with specialists across the firm. This role requires a strong client focus, extensive private banking experience, and licenses; a robust network and sales track record are highly valued.

Qualifikationen

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required for position; 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.

Aufgaben

• 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.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Kenntnisse

Private Banking

Sales experience

Client focus

Series 7

Series 66

Insurance licenses

Bachelor's degree

Investments knowledge

Wealth planning knowledge

Ausbildung

Bachelor's degree

Jobbeschreibung

JPMorgan Chase & Co. in Charlotte, NC seeks an experienced Private Banker to advise families on building, preserving and managing wealth.

You will use investments, wealth planning, credit and banking to support current clients and attract new assets, collaborating with specialists across the firm. This role requires a strong client focus, extensive private banking experience, and licenses; a robust network and sales track record are highly valued.