Private Banker [Multiple Positions Available]

JPMorganChase • Fort Lauderdale, FL

5d • Onsite

About The Position

Advise families on building, preserving, and managing wealth. Use knowledge of investments, financial planning, credit, and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. Maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. Generate business results and acquire new assets 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 clients across all lines of business. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium, and long term through a holistic goals-based planning approach. Focus on the client's experience and work tirelessly on the client's behalf. This position requires up to 10% domestic travel for client and prospect meetings, conferences, and networking events.

Requirements

• Bachelor's degree in Economics, Finance, Accounting, or related field of study
• Five (5) years of experience in the job offered or as Private Banker, Equity Trading, Equity Derivatives Sales Trading, Research Equity Sales, or related occupation.
• Three (3) years of experience developing relationships by understanding client needs, providing targeted investment solutions, and educating clients on investment related topics such as equity markets.
• Three (3) years of experience prospecting individuals to generate business results and new client acquisition.
• Three (3) years of experience advising clients on asset allocation, investment management, wealth planning, liquidity solutions, and leverage.
• Three (3) years of experience analyzing investment portfolios and financial instruments such as equities, bonds, and alternative investments.
• Three (3) years of experience preparing performance summaries on investments and portfolios using Excel and PowerPoint.
• Three (3) years of experience reviewing investment ideas for clients.
• Three (3) years of experience analyzing excel data to determine portfolio adjustments.
• Three (3) years of experience trading of financial instruments such as equities, bonds, and Foreign Exchange.
• Three (3) years of experience organizing and interpreting a client relationship management system to increase client engagement and activity.
• Three (3) years of experience building and analyzing interactive data sets in excel to present internally and externally to clients.
• Three (3) years of experience recommending changes to current portfolio construction.
• Three (3) years of experience pitching of investment ideas such as single stock equities, options, and bonds.
• Finra Series S7TO, 66, SIE, Clean FINRA U4 licenses.

Responsibilities

• Advise families on building, preserving, and managing wealth.
• Use knowledge of investments, financial planning, credit, and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition.
• Maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
• Generate business results and acquire new assets 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 clients across all lines of business.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium, and long term through a holistic goals-based planning approach.
• Focus on the client's experience and work tirelessly on the client's behalf.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior