
Wealth Management – Private Bank – Banker
As a Private Banker in the Private Bank, you are focused on $5MM+ net worth and covering clients independently. Additionally, you are responsible for advising families on building, preserving and managing their wealth. Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base 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 to clients when needed. Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security.
Six plus years of work experience in Private Banking
MBA, JD, CFA, or CFP preferred
Series 7& 63 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments,
MS Word
Reporting skills
Time Management Skills
MS Excel skills
Data analysis and presentation skills
Verbal communication
Driven and self-motivated
written communication
Problem Solving Skills
Detail oriented and highly organized
mulit-tasking
According to JobzMall, the average salary range for a Wealth Management – Private Bank – Banker in 1 Farrs Bridge Rd, Greenville, SC 29617, USA is $55,000 - $86,000.
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JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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