Private Banker Associate – Wealth Strategy & Growth

JPMorgan Chase & Co.; Clayton (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Clayton, MO seeks a Private Banker to advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking to serve current clients and attract new ones. You will work with a local team and an institutional platform to deliver comprehensive, goals-based solutions.

The role emphasizes client experience, strong sales performance, and collaboration with internal specialists to provide integrated wealth management services.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• 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.

Skills

Client relationship management

Sales acumen

Communication skills

Networking ability

Education

Bachelor’s Degree

MBA/JD/CFA/ CFP preferred

Job description

JPMorgan Chase & Co. in Clayton, MO seeks a Private Banker to advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking to serve current clients and attract new ones. You will work with a local team and an institutional platform to deliver comprehensive, goals-based solutions.

The role emphasizes client experience, strong sales performance, and collaboration with internal specialists to provide integrated wealth management services.