U.S Private Bank - Private Banker, Senior Associate

JPMorganChase • Irvine, CA

1d

About The Position

J.P. Morgan’s U.S. Private Bank is seeking a collaborative, confident, and motivated Private Banker to provide a first-class experience to clients. The role advises families on building, preserving, and managing wealth, using knowledge of investments, financial planning, credit, and banking. The Private Banker advises existing clients on all aspects of their balance sheets and generates new client acquisition. The position is part of a local team and is supported by an institutional platform, including resources, specialists, and intellectual capital 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 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 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 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 interdisciplinary expertise to clients when needed.
• Connect clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions fulfill 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: Senior