JPMorgan Chase
U.S. Private Bank – Private Banker – Executive Director or Vice President (Charlotte, NC)
Charlotte, NC · Director · Full-time · Posted Oct 23, 2024
- Experience
- Six plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required.
About the job
Advises private banking clients on managing and growing their wealth, maintains client relationships, and develops new business.
What you'll do
- Manage client relationships and provide tailored advice and solutions.
- Acquire new clients and assets while advising on investments, wealth planning, credit, and banking.
- Coordinate with internal specialists and follow risk, control, and regulatory policies.
What they ask for
- Six or more years of work experience in Private Banking or Financial Services.
- Bachelor’s Degree.
- Series 7, 66, and Insurance licenses; unlicensed candidates must obtain them within 90 days of start date.
- Proven sales success, strong business acumen, an established community network, and understanding of investments, wealth planning, credit, and banking.
Nice to have
- MBA, JD, CFA, or CFP.
- In-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.
Model-written summary · the original posting is authoritative