Global Private Banking Associate - Wealth Advisory

Next Frontier Capital; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Banker Associate within the International Private Bank to support a Senior Banker in acquiring and servicing high-net-worth clients, providing expertise in investments, banking, trust services and financial planning.

You will assist with client acquisition, preparation of pitch books, pipeline management, and wealth solutions delivery, contributing to a seamless client experience across markets and functions.

Qualifications

• Bachelor’s degree required.
• Fluent in English and Spanish.
• Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Sales/origination experience
• Coachable professional with good business acumen

Responsibilities

• Provide leverage to the Senior Banker on daily client priorities
• Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
• Support the Senior Banker on client hierarchy and pipeline management
• Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities

Skills

Fluent English

Spanish language

Series 7 license

Series 66 license

Sales/origination experience

Coachable professional

Education

Bachelor's degree

MBA

JD

CFA

CFP

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Banker Associate within the International Private Bank to support a Senior Banker in acquiring and servicing high-net-worth clients, providing expertise in investments, banking, trust services and financial planning.

You will assist with client acquisition, preparation of pitch books, pipeline management, and wealth solutions delivery, contributing to a seamless client experience across markets and functions.