U.S. Private Bank - Private Banker - Associate
About The Position
As a Private Banker in J.P. Morgan’s U.S. Private Bank, you advise families on building, preserving and managing their wealth. You use knowledge of investments, financial planning, credit and banking to advise current clients on their balance sheets and generate new client acquisition. You work with a local team and draw on the firm’s specialists, resources and intellectual capital to help clients achieve their goals. The role involves developing trusted client relationships, acquiring new assets, and providing holistic, goals-based advice across investment management, wealth planning, credit and banking. You partner with internal specialists and connect clients with services across J.P. Morgan Chase & Co. The position is for an entrepreneurial, collaborative professional committed to delivering a first-class client experience.
Requirements
- Three or more years of work experience in Private Banking or Financial Services.
- Bachelor’s degree required.
- Series 7, 66 and Insurance licenses required; unlicensed candidates may be considered but must obtain the licenses within 90 days of the start date.
- Proven sales success and strong business acumen.
- Strong community presence with an established network.
- Experience with or demonstrated understanding of investments, wealth planning, credit and banking concepts.
- Focus on the client experience and tireless advocacy on clients’ behalf.
Nice To Haves
- MBA, JD, CFA or CFP preferred.
- Proactive approach, initiative and critical thinking to solve problems.
- Dynamic and credible professional who communicates clearly and has exceptional presentation skills.
- Strong organizational skills and a disciplined, organized approach to business.
- Experience with and in-depth knowledge of equity and fixed income markets and alternative investments, including hedge funds, private equity and real estate.
Responsibilities
- Manage and maintain client relationships by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
- Generate business results and acquire new assets from existing clients and through 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 clients across all lines of business of J.P. Morgan Chase & Co.
- Ensure proposed solutions meet clients’ needs and objectives in the short, medium and long term through a holistic, goals-based planning approach.
Benefits
- Competitive total rewards package, including base salary; eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
