JP Morgan Jobs – Private Banker

Job Description:

As a Private Banker at the J.P. Morgan Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities:

• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Proactive, takes initiative, and uses critical thinking to solve problems
• Energetic and entrepreneurial business builder who thrives and excels in a competitive industry
• 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
• Drive business results and acquire new assets, both from existing client base and new client acquisition

Job Requirements:

• J.P Morgan offers an exceptional benefits program and a highly competitive compensation package
• Six plus years of work experience; Private Banking or Financial Services industry preferred
• Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date
• Bachelor’s degree required; MBA, JD, CFA, or CFP preferred
• J.P. Morgan is an Equal Opportunity and Affirmative Action Employer, M/F/D/V

Job Details:

Company: JPMorgan Chase & Co.

Vacancy Type: Full Time

Job Location: Charlotte, NC, US

Application Deadline: N/A

Apply Here

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