Private Banker Associate — Wealth Management & Growth

Aumni; United States; Presencial; USD 75.000 - 110.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. is seeking a Private Banker Associate for the U.S. Private Bank to support a Senior Banker in managing client relationships and delivering comprehensive wealth management solutions.

You will assist in new client acquisition and retention, help prepare pitch books, coordinate information, and contribute to asset allocation, banking and trust services, optimizing client experience.

Formación

• Bachelor’s Degree required.
• Series 7 & 66 licenses required, or must obtain licenses within 90 days of start date
• Sales/origination experience is preferred.
• Coachable professional with good business acumen.

Responsabilidades

• Provide leverage to the Senior Banker on daily client priorities
• Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
• Support the Senior Banker on client hierarchy and pipeline management
• Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities

Conocimientos

Sales/origination experience

Coachable professional

Excellent communication skills

Series 7 & 66 licenses

Educación

Bachelor’s Degree

MBA/JD/CFA/CFP preferred

Descripción del empleo

JPMorgan Chase & Co. is seeking a Private Banker Associate for the U.S. Private Bank to support a Senior Banker in managing client relationships and delivering comprehensive wealth management solutions.

You will assist in new client acquisition and retention, help prepare pitch books, coordinate information, and contribute to asset allocation, banking and trust services, optimizing client experience.