U.S Private Bank - Private Banker, Senior Associate

JPMorgan Chase & Co. • Irvine, CA

2d • $150,000 - $165,000

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 generate new client acquisition. The Private Banker works as part of a local team and draws on the firm’s institutional platform, specialists and expertise to help clients achieve their goals.

Requirements

• At least three 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 work tirelessly on clients’ behalf.

Nice To Haves

• MBA, JD, CFA or CFP preferred.
• Proactive, takes initiative and uses critical thinking to solve problems.
• 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 interdisciplinary expertise to clients when needed.
• Connect clients across J.P. Morgan Chase & Co. lines of business.
• Ensure proposed solutions meet clients’ needs and objectives over the short, medium and long term through a holistic, goals-based planning approach.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, 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.

What This Job Offers

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