APAC Private Banker Associate — Wealth & Advisory

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco invites exceptionally talented bankers to join the International Private Bank as a Private Banker Senior Associate.

You will support a Senior Banker, help manage client books, and contribute to acquiring and retaining clients across Asia-Pacific with a complete wealth management solution. The role requires a Bachelor’s degree, Series 7 & 66 licenses (or willingness to obtain within 90 days), fluency in Mandarin and English, and proven sales experience.

Qualifications

• Bachelor’s degree is required.
• Series 7 & 66 licenses are required; unlicensed candidates may be considered but must obtain licenses within 90 days.
• Proficiency in Mandarin and English is required.
• Sales/origination experience is required.
• Coachable professional with good business acumen is desirable.

Responsibilities

• Provide leverage to the Senior Banker on daily client priorities.
• Support the Senior Banker during the sales process and ongoing client management, including building pitch books and coordinating information.
• Assist with client hierarchy and pipeline management.
• Assist in selling investments, banking, and trust services, including asset allocation, reviews, and wealth planning opportunities.

Skills

Mandarin

English

Sales/origination

Business acumen

Education

Bachelor's degree

MBA

JD

CFA

CFP

Tools

Planning Station

MAPS/CHART

WA models

Job description

JPMorgan Chase & Co. in San Francisco invites exceptionally talented bankers to join the International Private Bank as a Private Banker Senior Associate.

You will support a Senior Banker, help manage client books, and contribute to acquiring and retaining clients across Asia-Pacific with a complete wealth management solution. The role requires a Bachelor’s degree, Series 7 & 66 licenses (or willingness to obtain within 90 days), fluency in Mandarin and English, and proven sales experience.