Chase Bank

Wealth Management – Private Bank – Banker

Chase Bank

1 Farrs Bridge Rd, Greenville, SC 29617, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

Where is this job?
This job is located at 1 Farrs Bridge Rd, Greenville, SC 29617, USA
Job Qualifications
  • 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,

Required Skills
  • MS Word

  • Reporting skills

  • Time Management Skills

  • MS Excel skills

  • Data analysis and presentation skills

Soft Skills
  • Verbal communication

  • Driven and self-motivated

  • written communication

  • Problem Solving Skills

  • Detail oriented and highly organized

  • mulit-tasking

Compensation

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.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 13th, 2022
Apply BeforeMay 22nd, 2025
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About Chase Bank

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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