Senior Private Banker Associate

J.P. Morgan

New York (NY)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Health coverage

Wellness centers on-site

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase, a leading global financial services firm, seeks a Private Banker Associate in the U.S. Private Bank to support Senior Bankers in client acquisition and retention. You will assist with investments, banking and trust services and help deliver comprehensive wealth management solutions to clients.

The role emphasizes collaboration with colleagues across markets and functions, with opportunities to advance through licensed product sales and wealth-planning software mastery.

Qualifications

Bachelor’s degree required.
Series 7 & 66 licenses required or must be obtained within 90 days.
Sales/origination experience.
Coachable professional with good business acumen.

Responsibilities

Provide leverage to the Senior Banker on daily client priorities.
Support the Senior Banker during the sales process and ongoing client management.
Assist with client hierarchy and pipeline management.
Assist in the sale of investments, banking and trust services and wealth planning opportunities.

Skills

Sales/origination experience

Coachable

Excellent communication

Strong analytical skills

Multi-tasking

Proprietary software learning

Education

Bachelor’s Degree

MBA

CFA

CFP

Tools

Planning Station

WA models

MAPS/CHART

Job description

The role emphasizes collaboration with colleagues across markets and functions, with opportunities to advance through licensed product sales and wealth-planning software mastery.

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