US Private Bank Private Wealth Manager
7 days ago
We are seeking an exceptional Private Banker to join our team at JPMorgan Chase's U.S. Private Bank. As a Private Banker, you will be responsible for advising high net worth individuals and families on building, preserving, and managing their wealth. You will use your knowledge of investments, financial planning, credit, and banking to advise clients on their overall balance sheet and generate new business opportunities.
Key Responsibilities:
- Manage and maintain relationships with clients by earning trust, understanding client needs, and providing tailored advice.
- Generate business results and acquire new assets from existing and new clients.
- Advise clients on asset allocation, investment management, wealth planning, credit, and banking needs.
- Partner with internal specialists to provide interdisciplinary expertise to clients.
- Connect clients across all lines of business of JPMorgan Chase & Co.
- Ensure proposed solutions meet clients' needs and objectives through holistic goals-based planning.
- Adhere to risk and control policies, regulatory guidelines, and security measures.
Required Qualifications:
- Six plus years of 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.
- Proven sales success and strong business acumen.
- Strong community presence and established network.
- Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
About Us:
JPMorgan Chase & Co. offers innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients. Our history spans over 200 years, and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
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