JPMorgan Chase
U.S. Private Bank - Private Banker - Brooklyn, NY
$170K–$225K
New York, NY · Full-time · Posted Jul 30, 2024
- Experience
- Six plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required.
About the job
Advises families on managing their wealth, develops client relationships, and generates new business for J.P. Morgan’s U.S. Private Bank.
What you'll do
- Manage client relationships and deliver targeted advice and solutions.
- Advise on clients’ balance sheets, including investments, wealth planning, credit, and banking.
- Acquire new clients and assets while following risk, regulatory, and security policies.
What they ask for
- Six plus years of work experience in Private Banking or Financial Services.
- Bachelor’s Degree required.
- Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
- Proven sales success and strong business acumen.
Nice to have
- MBA, JD, CFA, or CFP preferred.
- Experience with and in-depth knowledge of equity and fixed income markets and alternative investments.
Pay
$170,000.00-$225,000.00 USD base salary
Model-written summary · the original posting is authoritative