U.S. Private Banker

3 weeks ago


Étreux, Hauts-de-France, United States JPMorganChase Full time
Job Overview
We are seeking a talented Private Banker to join our U.S. Private Bank team. As a key member of our team, you will be responsible for advising high net worth families on building, preserving, and managing their wealth. Our clients rely on us for expert guidance in investments, financial planning, credit, and banking, making this a dynamic and challenging role.

About the Role
As a Private Banker, your primary focus will be on delivering exceptional client experiences, developing thoughtful solutions, and generating business results through new asset acquisition and existing client growth. You will work closely with internal specialists to provide interdisciplinary expertise to clients when needed. This role requires a strong understanding of investment management, wealth planning, and credit concepts. If you have experience in private banking or financial services, we encourage you to apply.

Key Responsibilities
• Develop and maintain relationships with clients by understanding their needs, providing targeted advice, and delivering exceptional service.
• Generate business results through new asset acquisition and existing client growth.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and credit needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Ensure proposed solutions meet clients' needs and objectives through a holistic goals-based planning approach.

Requirements
• Six plus years of work experience in private banking or financial services.
• Bachelor's degree required; MBA, JD, CFA, or CFP preferred.
• Series 7, 66, and Insurance licenses required for position; unlicensed candidates considered but must obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit, and banking concepts.

Benefits
JPMorgan Chase & Co. offers a competitive total rewards package including a base salary determined based on the role, experience, skill set, and location. For eligible roles, discretionary incentive compensation may be awarded in recognition of firm performance and individual achievements. We also offer comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and more.

About Us
JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. 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. We value diversity and inclusion at our company and are committed to equal opportunities for all applicants and employees.
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