Private Banker Associate — Elevate Wealth, Grow Your Career

JPMorganChase; Miami (FL); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorganChase in Miami seeks a Private Banker Associate to support a Senior Banker in all facets of managing their books of business. You will help with new client acquisition and retention through investments, banking, trust services and financial planning, enhancing client experience with wealth management solutions.

Responsibilities include assisting with client priorities, sales process support, pipeline management and coordinating portfolio needs across asset classes and planning tools.

Qualifications

• Bachelor's Degree required.
• Series 7 & 66 licenses required; candidates may start unlicensed but must obtain licenses within 90 days.
• Sales/origination experience preferred.
• Coachable professional with good business acumen.
• MBA, JD, CFA, or CFP preferred.
• Strong communication, analytical and quantitative skills.
• Ability to multi-task and manage priorities; learn wealth planning software.

Responsibilities

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

Skills

Excellent communication skills

Strong analytical

Multi-tasking

Education

Bachelor's Degree

Job description

JPMorganChase in Miami seeks a Private Banker Associate to support a Senior Banker in all facets of managing their books of business. You will help with new client acquisition and retention through investments, banking, trust services and financial planning, enhancing client experience with wealth management solutions.

Responsibilities include assisting with client priorities, sales process support, pipeline management and coordinating portfolio needs across asset classes and planning tools.