U.S. Private Bank - Private Banker - Associate

JPMorganChase • Denver, CO

1d

About The Position

The Private Banker in J.P. Morgan’s U.S. Private Bank advises families on building, preserving, and managing their wealth. The role uses knowledge of investments, financial planning, credit, and banking to advise current clients on their overall balance sheets and support new client acquisition. The banker works as part of a local team and draws on the firm’s institutional platform, specialists, and intellectual capital to help clients achieve their goals.

The position involves developing trusted client relationships, generating business and acquiring assets, providing holistic goals-based advice, and collaborating with internal specialists across J.P. Morgan Chase & Co. Bankers must ensure proposed solutions address clients’ short-, medium-, and long-term objectives while complying with risk, control, regulatory, and security requirements.

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 their 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.
• Focus on the client experience and a commitment to working on clients’ behalf.

Nice To Haves

• Proactive, takes initiative, and uses critical thinking to solve problems.
• MBA, JD, CFA, or CFP preferred.
• Dynamic and credible professional with clear communication and 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 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 sheets, including asset allocation, investment management, wealth planning, credit, and banking needs.
• Partner with internal specialists to provide clients with interdisciplinary expertise when needed.
• Connect clients across all lines of business of J.P. Morgan Chase & Co.
• Use a holistic, goals-based planning approach to ensure proposed solutions meet clients’ short-, medium-, and long-term needs and objectives.
• Adhere to risk and control policies, regulatory guidelines, and security measures.

What This Job Offers

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