Private Banker Associate: Wealth Growth & Client Experience
cfa instituteCharlotte, NC
Private Banker Associate: Wealth Growth & Client Experience
L4
cfa instituteCharlotte, NCyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Commercial BankingPortfolio Management and Investment AdviceSavings Institutions and Other Depository Credit IntermediationJPMorgan Chase & Co. in the United States seeks a Private Banker for its U.S. Private Bank. The role focuses on advising families on wealth management, asset allocation, and balance sheet optimization. You will work with a local team while leveraging an institutional platform to grow client assets. You will build trusted relationships, deliver tailored financial solutions, and collaborate with specialists across the organization to meet client goals and maintain risk controls.
Apply now
Level
MidL4
Location
Charlotte, NC
Occupation
Personal Financial Advisors
Industry
Commercial Banking
Posted
yesterday
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