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Senior Private Banker - Wealth Strategy
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-01-27
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Private Banker to manage client relationships and provide expert advice on investments and wealth management strategies. The role requires at least six years of experience in Private Banking or Financial Services, strong communication skills, and a Bachelor's degree. Candidates must have Series 7, 66, and Insurance licenses (or obtain them within 90 days).
The position will focus on generating business results and enhancing the client experience.
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Position Requirements
10+ Years
work experience
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