U.S. Private Bank - National Client Banker - Associate

JPMorgan Chase & Co. • Phoenix, AZ

8h

About The Position

We are actively looking for exceptionally talented individuals who are
collaborative, confident and motivated to provide a first-class experience to
clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial
mindset and are looking to constantly challenge yourself, J.P. Morgan is the
place for you. You will be working alongside a team of talented colleagues from
other markets, businesses and functions to provide you with the opportunity to
take your career to the next level.

As a National Client Banker, you are responsible for advising families on
building, preserving and managing their wealth in partnership with local
coverage markets. You will use your knowledge of investments, financial
planning, credit and banking to both advise current clients on all aspects of
their balance sheet and re-introduce the capabilities of the Private Bank.
National Client Bankers are responsible for a large book of clients and work in
a fast paced environment. You will be part of a national coverage team and
supported by an institutional platform that has the resources, specialists and
intellectual capital to help you advise clients on achieving their desired
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

Responsibilities

• Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate client referrals and acquire new assets from existing client base
• 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
• Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level