Wealth Advisory Private Banker

JP Morgan Chase; Fort Worth (TX); Sur place; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Equity incentives

Résumé du poste

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building and managing wealth. You will use investments, planning, credit and banking knowledge to serve current clients and attract new assets.

Join a local team supported by a robust platform, offering a broad range of wealth management services and an emphasis on holistic, goals-based planning to help clients achieve long-term objectives.

Qualifications

• Experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days of start.

Responsabilités

• Manage and maintain relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, investments, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.

Connaissances

Private Banking

Relationship Management

Financial Planning

Sales Excellence

Networking

Client Service

Formation

Bachelor's Degree

Description du poste

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building and managing wealth. You will use investments, planning, credit and banking knowledge to serve current clients and attract new assets.

Join a local team supported by a robust platform, offering a broad range of wealth management services and an emphasis on holistic, goals-based planning to help clients achieve long-term objectives.