International Private Bank- Core Private Banker- Associate

JPMorgan Chase & Co.; Miami (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. International Private Bank is seeking a proactive professional to support senior bankers in prioritizing client needs and managing the sales process.

You will collaborate with colleagues across markets to deliver first-class client experiences and foster growth in wealth management solutions. Ideal candidates have a Bachelor’s degree, fluency in English and Spanish, and relevant securities licenses or a plan to obtain them within 90 days.

Qualifications

• Bachelor’s degree required; advanced degrees/certs preferred.
• Fluent in English and Spanish.
• Series 7 & 66 licenses required or to be obtained within 90 days of start date.
• Sales/origination experience is essential.
• Strong business acumen and coachable professional.

Responsibilities

• Provide leverage to the Senior Banker on daily client priorities.
• Support the Senior Banker during the sales process and client management (pitch books, information coordination, client communication).
• Assist with client hierarchy and pipeline management.
• Support the sale of investments, banking and trust services including asset allocation and wealth planning opportunities.

Skills

Sales/origination experience

Coachable professional

Excellent communication skills

Strong analytical and quantitative

Multi-tasking and prioritization

Ability to learn wealth planning tools

Education

Bachelor’s Degree

MBA

JD

CFA

CFP

Tools

Planning Station modules

WA models

MAPS/CHART

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

Job 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

Required Qualifications, Capabilities, and Skills

• 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

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Excellent communication skills
• Strong analytical and quantitative skills
• Ability to multi-task and manage priorities effectivelyAbility to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)