U.S. Private Bank - Private Banker - Associate

JPMorganChase • Orlando, FL

1d

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 as part of a local team, supported by an institutional platform and internal specialists, to help clients achieve their goals.

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 or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focus on the client experience and work 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 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 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.
• Ensure proposed solutions meet 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