Private Banker

Responsibilities

• Manage and maintain relationships with clients by earning trust and providing targeted advice to meet their unique needs.
• Generate business results and acquire new assets through both existing client bases and new client acquisition.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise and connect clients across all lines of business.
• Ensure proposed solutions fulfill client objectives through a holistic, goals-based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.

Requirements

• 15+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66, and Insurance licenses required (unlicensed candidates must obtain these within 90 days of start date).
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Demonstrated understanding of investments, wealth planning, credit, and banking concepts.

Preferred Qualifications

• MBA, JD, CFA, or CFP designation.
• In-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.
• Exceptional presentation skills and the ability to communicate with clarity.
• Proactive approach with strong critical thinking and organizational skills.

Benefits

• Competitive total rewards package including base salary and discretionary incentive compensation.
• Comprehensive health care coverage.
• Retirement savings plans.
• Tuition reimbursement and mental health support.
• Financial coaching and on-site health and wellness centers.

About the Company

JPMorganChase is a leading global financial institution offering innovative solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients. Our Asset & Wealth Management division delivers industry-leading investment management and private banking solutions to help individuals and families realize their financial goals.