U.S. Private Bank - AWM Program Associate

JPMorganChase • Minneapolis, MN

1d • Onsite

About The Position

J.P. Morgan’s U.S. Private Bank is seeking collaborative, confident, and motivated individuals to provide a first-class experience to clients. This role is for those with an entrepreneurial mindset who are looking to constantly challenge themselves and take their career to the next level by working alongside a team of talented colleagues. As a Private Banker, you will advise families on building, preserving, and managing their wealth, utilizing your knowledge of investments, financial planning, credit, and banking to both advise current clients and acquire new ones. You will be part of a local team, supported by an institutional platform with resources, specialists, and intellectual capital to help clients achieve their financial goals.

Requirements

• Three plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Nice To Haves

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees