Private Banker at J.P. Morgan

Location: Cleveland, Ohio
Type: Full-time

Description

J.P. Morgan's U.S. Private Bank is seeking a highly skilled and experienced Private Banker to manage and grow client relationships, focusing on wealth preservation and growth. The role involves advising clients on various financial aspects, generating new business, and adhering to strict compliance standards.

Required Skills

Investments
Financial Planning
Credit
Banking
Series 7 License
Series 66 License
Insurance Licenses

Additional Information

Required Previous Experiences: Six plus years of work experience in Private Banking or Financial Services
Preferred Qualifications: 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