Private Wealth Director — Holistic Client Advisory
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-28
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Banker to provide expert advice on wealth management. The role involves building and maintaining client relationships, advising on investment strategies, and ensuring a tailored client experience. Candidates should have over six years in Private Banking or Financial Services, a Bachelor's degree, and necessary licenses. The ideal candidate should demonstrate strong business acumen and a focus on client satisfaction, working within a collaborative team environment.
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