Private Bank - Banker - Executive Director Job at JPMorgan Chase & Co. in Greenw

Private Bank. As a Private Banker, 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. 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 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 Six plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts MBA, JD, CFA, or CFP preferred Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate