Senior Private Banker & Wealth Strategy Lead

JPMorgan Chase & Co. · San francisco, United States

JPMorgan Chase & Co. in San Francisco seeks a Private Banker to advise families on building, preserving and managing wealth.

You will use investments, planning, credit and banking to advise current clients and acquire new assets within a local team and institutional platform. The role emphasizes holistic, goals-based planning, risk control, and delivering an exceptional client experience, with licensing requirements including Series 7, 66 and insurance; start date is to obtain licenses within 90