Private Banking Associate: Client Growth & Wealth Planning

JPMorgan Chase; Miami (FL); Presencial; USD 90 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health care coverage

Retirement plan

Tuition reimbursement

On-site wellness centers

Resumo da oferta

JPMorgan Chase’s U.S. Private Bank is seeking a Private Banker Associate in Miami, FL. You will support a Senior Banker across client onboarding, investment and banking offerings, and wealth planning opportunities to deliver a comprehensive client experience.

The role emphasizes collaboration with a team of professionals and requires the ability to manage multiple client priorities while maintaining high service standards.

Qualificações

• Bachelor’s Degree required.
• Series 7 & 66 licenses required or willing to obtain within 90 days.
• Sales/origination experience.
• 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, including 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 asset allocation, managed portfolios, brokerage accounts, portfolio reviews, and wealth planning opportunities.

Conhecimentos

Sales/origination experience

Excellent communication skills

Coachable

Business acumen

Formação académica

Bachelor's Degree

Ferramentas

Planning Station modules

WA models

MAPS/CHART

Descrição da oferta de emprego

JPMorgan Chase’s U.S. Private Bank is seeking a Private Banker Associate in Miami, FL. You will support a Senior Banker across client onboarding, investment and banking offerings, and wealth planning opportunities to deliver a comprehensive client experience.

The role emphasizes collaboration with a team of professionals and requires the ability to manage multiple client priorities while maintaining high service standards.