Private Banker Associate - Wealth Advisory & Growth

Aumni; United States; On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

comprehensive health care coverage

on-site health and wellness centers

a retirement savings plan

backup childcare

tuition reimbursement

mental health support

financial coaching

more

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks talented Private Bankers to advise families on building, preserving and managing wealth, using investments, planning, credit and banking to strengthen client balance sheets.

You will work with a local team, supported by a robust institutional platform to help you grow client relationships and generate new assets, delivering exceptional service and solutions.

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 may apply but must obtain licenses within 90 days.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs with customized advice.
• Generate business results and acquire new assets from existing clients and new prospects.
• Advise clients on overall balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise for clients as needed.
• Connect clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions meet clients' short, medium and long-term goals through holistic planning.

Skills

Private Banking

Relationship Building

Sales

Client Advisory

Licensing knowledge

Education

Bachelor's Degree

Tools

Investments knowledge

Wealth planning

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks talented Private Bankers to advise families on building, preserving and managing wealth, using investments, planning, credit and banking to strengthen client balance sheets.

You will work with a local team, supported by a robust institutional platform to help you grow client relationships and generate new assets, delivering exceptional service and solutions.