Private Banker Associate: Wealth Growth & Client Experience

CFA Institute; Charlotte (NC); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching and more

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Banker for its U.S. Private Bank. The role focuses on advising families on wealth management, asset allocation, and balance sheet optimization. You will work with a local team while leveraging an institutional platform to grow client assets.

You will build trusted relationships, deliver tailored financial solutions, and collaborate with specialists across the organization to meet client goals and maintain risk controls.

Qualifications

• Six or more years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Focus on delivering exceptional client experience.

Responsibilities

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

Skills

Client relationship management

Sales excellence

Wealth-management knowledge

Regulatory and risk awareness

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States seeks a Private Banker for its U.S. Private Bank. The role focuses on advising families on wealth management, asset allocation, and balance sheet optimization. You will work with a local team while leveraging an institutional platform to grow client assets.

You will build trusted relationships, deliver tailored financial solutions, and collaborate with specialists across the organization to meet client goals and maintain risk controls.