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    Private Banker - Scottsdale, United States - Mortgage Ledger

    Mortgage Ledger
    Mortgage Ledger Scottsdale, United States

    2 weeks ago

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    Description


    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.

    Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you.

    You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

    As a Private Banker in the U.S. 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 generate 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

    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
    Generate 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 measures
    Required Qualifications, Capabilities, and Skills

    Six plus years of work experience in Private Banking or Financial Services
    Bachelor's Degree required
    Series 7, 66 and Insurance 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
    Strong community presence with an established network
    Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
    Focuses on the client experience and works tirelessly on the client's behalf
    Preferred Qualifications, Capabilities, and Skills

    MBA, JD, CFA, or CFP preferred
    Proactive, takes initiative, and uses critical thinking to solve problems
    Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
    Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
    Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

    #J-18808-Ljbffr
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