Private Banking Associate: Grow Wealth & Client Impact

Testing Site - JPMC; Miami (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan's International Private Bank in Miami seeks a Private Banker Associate to support a Senior Banker in managing client relationships and delivering wealth management solutions.

You will assist with client onboarding, investments, banking and trust services, and contribute to client retention through collaboration with market teams. This role requires a bachelor's degree, Series 7 & 66 (or to obtain within 90 days), and strong English/Portuguese communication; a proactive,

Qualifications

• Bachelor's degree required.
• Series 7 & 66 licenses required or must obtain within 90 days of start date.
• Sales/origination experience preferred.
• Fluent in English and Portuguese.

Responsibilities

• 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 and coordinating information.
• Support the Senior Banker on client hierarchy and pipeline management.
• Assist the Senior Banker in selling investments, banking and trust services, and identifying wealth planning opportunities.

Skills

Series 7 & 66 licenses

Bachelor's Degree

Sales/origination experience

Fluent English & Portuguese

Education

Bachelor’s Degree

Job description

J.P. Morgan's International Private Bank in Miami seeks a Private Banker Associate to support a Senior Banker in managing client relationships and delivering wealth management solutions.

You will assist with client onboarding, investments, banking and trust services, and contribute to client retention through collaboration with market teams. This role requires a bachelor's degree, Series 7 & 66 (or to obtain within 90 days), and strong English/Portuguese communication; a proactive,