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JPMorgan Chase - Charlotte, NC
posted about 2 months ago
Full-time - Mid Level
Charlotte, NC
Credit Intermediation and Related Activities
About the position
As a Private Banker in J.P. Morgan's U.S. Private Bank, you will be responsible for advising families on building, preserving, and managing their wealth. This role requires a collaborative and entrepreneurial mindset, focusing on providing a first-class experience to clients. You will work alongside a talented team to leverage institutional resources and specialists to help clients achieve their financial goals.
Responsibilities
- Manage and maintain relationships with clients by earning trust and understanding their needs.
- Generate business results and acquire new assets from both existing clients and new client acquisition.
- Advise clients on their overall balance sheet, including asset allocation, investment management, and wealth planning.
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
- Connect clients across all lines of business of J.P. Morgan Chase & Co.
- Ensure proposed solutions fulfill clients' needs and objectives through a holistic goals-based planning approach.
- Adhere to all risk and control policies, regulatory guidelines, and security measures.
Requirements
- 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 must obtain licenses within 90 days of start date.
- Proven sales success and strong business acumen.
- Strong community presence with an established network.
- Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
- Focus on the client experience and work tirelessly on the client's behalf.
Nice-to-haves
- MBA, JD, CFA, or CFP preferred.
- Proactive and takes initiative, using critical thinking to solve problems.
- Dynamic and credible professional with exceptional presentation skills.
- Strong organizational skills and a disciplined approach to business.
- Experience with and in-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.
