Private Banking Associate, Wealth Management

JPMorganChase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase in New York seeks a Private Banker Associate in the U.S. Private Bank. You will support a Senior Banker in managing client books, assist with new client acquisition and retention, and help deliver wealth management solutions.

Responsibilities include leveraging the Senior Banker on daily priorities, preparing pitch books, coordinating information, and coordinating investments, banking and trust services. Strong communication and analytical skills required.

Qualifications

• Bachelor's Degree required.
• Series 7 & 66 licenses required; unlicensed candidates may apply but must obtain licenses within 90 days of start.
• Sales/origination experience is preferred.
• Coachable professional with good business acumen.

Responsibilities

• Support a Senior Banker in managing client books of business.
• Assist in new client acquisition and retention through knowledge of investments, banking, trust services and financial planning.
• Assist with wealth management solutions and client experience.

Skills

Bachelor's Degree

Series 7/66

Sales origination

Coachable

Education

Bachelor's degree

Job description

JPMorganChase in New York seeks a Private Banker Associate in the U.S. Private Bank. You will support a Senior Banker in managing client books, assist with new client acquisition and retention, and help deliver wealth management solutions.

Responsibilities include leveraging the Senior Banker on daily priorities, preparing pitch books, coordinating information, and coordinating investments, banking and trust services. Strong communication and analytical skills required.