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Senior Private Banker - Wealth Strategy
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-14
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Wealth Management, Banking & Finance, Financial Services
Job Description & How to Apply Below
A leading financial institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing their wealth. The ideal candidate will possess over six years of experience in Private Banking or Financial Services, focusing on client relationships while ensuring compliance with regulatory guidelines. You will leverage your expertise in investments, credit, and banking to deliver tailored solutions and generate new business.
The role offers a chance to work collaboratively with a dynamic team and develop meaningful client connections.
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Position Requirements
10+ Years
work experience
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