Intl Private Banking Associate: Wealth

Next Frontier Capital

United States

On-site

USD 120,000 - 180,000

Full time

14 days+

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Job summary

JPMorgan Chase in the United States is seeking a Private Banker Senior Associate for the International Private Bank. You will support a Senior Banker in acquiring and retaining clients, leveraging expertise in investments, banking, trust services and financial planning to deliver wealth management solutions across Asia-Pacific region.

The role emphasizes collaboration with a cross-market team, client-focused service, and preparation of pitch materials, client communications and portfolio reviews

Qualifications

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

Responsibilities

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

Skills

Mandarin & English proficiency

Series 7

Series 66

Sales/origination experience

Coachable professional

Education

Bachelor’s Degree

MBA

CFA

CFP

Tools

Planning Station

WA models

MAPS/CHART

Job description

The role emphasizes collaboration with a cross-market team, client-focused service, and preparation of pitch materials, client communications and portfolio reviews

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