Senior Private Banking Leader & Wealth AdvisorJPMorganChase • Greenwich, CT, US
Senior Private Banking Leader & Wealth Advisor
JPMorganChase • Greenwich, CT, US
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A leading financial institution in Connecticut is seeking a Private Banker to manage client relationships and provide expert advice on wealth management. The ideal candidate will have over six years of experience in Financial Services, a Bachelor's Degree, and be licensed with Series 7 and 66. Responsibilities include advising clients on their financial needs, generating new business, and leveraging internal resources to meet client objectives. This position involves a competitive total rewards package and opportunities for career development.
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Senior Wealth Advisor • Greenwich, CT, US
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