Fund Banking Analyst, Private Wealth Client Growth

Fairygodboss; Dallas (TX); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorganChase in Dallas seeks talented professionals for Private Banking roles focused on delivering first-class client experiences. You will work with teammates across markets to challenge yourself and advance your career.

You will manage client relationships, advise on balance sheets, asset allocation, wealth planning and collaborate across the JPMorgan Chase & Co. ecosystem. A Bachelor’s degree and Series 7/66 licensing path are required; 1–2 years in private banking helps.

Qualifications

• 1-2+ years of work experience in Private Banking or Financial Services
• Bachelor's Degree required
• Series 7, 66 unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong teamwork and ability to work in fast paced environment
• Experience or demonstrated understanding of Investments, Credit and Banking concepts
• Focused on the client experience and works tirelessly on the client's behalf

Responsibilities

• Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Generate client referrals and acquire new assets from existing client base
• Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Fund Banking Group and refer opportunities to Fund Bankers in local coverage markets
• Partner across the J.P. Morgan Chase & Co. ecosystem to connect clients to the correct partners to meet long term needs
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Private Banking experience

Series 7/66 licensing

Sales experience

Teamwork in fast-paced environment

Investments/Credit/Banking concepts

Client experience focus

Proactive mindset

Presentation skills

Organizational skills

Equities & Fixed Income

Alternatives

Education

Bachelor's Degree

Job description

JPMorganChase in Dallas seeks talented professionals for Private Banking roles focused on delivering first-class client experiences. You will work with teammates across markets to challenge yourself and advance your career.

You will manage client relationships, advise on balance sheets, asset allocation, wealth planning and collaborate across the JPMorgan Chase & Co. ecosystem. A Bachelor’s degree and Series 7/66 licensing path are required; 1–2 years in private banking helps.