Wealth Advisor, Private Banking & Planning

JPMorgan Chase & Co.; Miami (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services firm in Miami seeks an experienced Private Banker to manage client relationships and provide expert advice on wealth management. Candidates must have over three years of experience in private banking, a Bachelor's Degree, and relevant licenses. The role requires a strong focus on client satisfaction and the ability to generate new business. Join a dynamic team that supports you in growing your career within a robust institutional platform.

Qualifications

• Three years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.

Responsibilities

• Manage and maintain relationships with clients.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet.

Skills

Client relationship management

Investment knowledge

Wealth planning

Sales success

Education

Bachelor's Degree

Job description

A leading financial services firm in Miami seeks an experienced Private Banker to manage client relationships and provide expert advice on wealth management. Candidates must have over three years of experience in private banking, a Bachelor's Degree, and relevant licenses. The role requires a strong focus on client satisfaction and the ability to generate new business. Join a dynamic team that supports you in growing your career within a robust institutional platform.