U.S. Private Banker: Wealth Management Expert
5 days ago
We are seeking an exceptional individual to join our U.S. Private Bank team as a Private Banker.
As a Private Banker, you will be responsible for advising high net worth individuals and families on building, preserving, and managing their wealth.
Key Responsibilities- Earn and maintain client trust by providing personalized advice and developing tailored solutions.
- Generate business results through existing client relationships and new client acquisition.
- Advise clients on overall balance sheet management, including asset allocation, investment management, and wealth planning.
- Partner with internal specialists to provide interdisciplinary expertise to clients.
- 6+ years of experience in private banking or financial services.
- Bachelor's degree required.
- Series 7, 66, and Insurance licenses required (unlicensed candidates considered).
- Proven sales success and strong business acumen.
- MBA, JD, CFA, or CFP preferred.
- Proactive, takes initiative, and uses critical thinking to solve problems.
JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers and prominent corporate clients under the J.P. Morgan and Chase brands.
We offer a competitive total rewards package, including base salary ($145,000 - $180,000), commission-based pay, and discretionary incentive compensation awarded in recognition of individual achievements.
We recognize that our people are our strength, and we value diversity and inclusion at our company.
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