About this opportunity
JPMorgan Chase & Co. lists this Senior Private Banker & Wealth Strategy Lead opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.