Private Banker Associate: Wealth Advisory & Growth

JPMorgan Chase & Co.; Denver (CO); On-site; USD 110,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in Denver, CO is seeking a Private Banker to advise families on building, preserving and managing wealth. You will use investments, financial planning, credit, and banking knowledge to advise current clients and generate new assets.

The role emphasizes a client-first approach, collaboration with internal specialists, and adherence to risk controls within a comprehensive platform. A strong community presence and a track record of sales success are valued.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Relationship management

Sales aptitude

Client-focused service

Investment knowledge

Financial planning basics

Education

Bachelor’s Degree

Series 7, 66 and Insurance licenses

MBA, JD, CFA or CFP preferred

Job description

JPMorgan Chase & Co. in Denver, CO is seeking a Private Banker to advise families on building, preserving and managing wealth. You will use investments, financial planning, credit, and banking knowledge to advise current clients and generate new assets.

The role emphasizes a client-first approach, collaboration with internal specialists, and adherence to risk controls within a comprehensive platform. A strong community presence and a track record of sales success are valued.