Senior Private Banker – Wealth Strategy & Client Growth

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles seeks talented professionals to join its U.S. Private Bank team, delivering a first-class client experience.

You will work alongside a seasoned group of bankers to support senior team members with client priorities, information gathering, and timely execution of client needs. The role emphasizes collaboration, strong communication, and analytical rigor, with a pathway to obtain required licenses and to develop your career in private banking through hands-on

Qualifications

• Bachelor’s Degree required.
• Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• 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, including reviewing and 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 on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities.

Skills

Sales/origination experience

Coachable professional

Business acumen

Communication skills

Analytical skills

Multitasking

Education

Bachelor’s Degree

Tools

Series 7 & 66 licenses

Job description

JPMorgan Chase & Co. in Los Angeles seeks talented professionals to join its U.S. Private Bank team, delivering a first-class client experience.

You will work alongside a seasoned group of bankers to support senior team members with client priorities, information gathering, and timely execution of client needs. The role emphasizes collaboration, strong communication, and analytical rigor, with a pathway to obtain required licenses and to develop your career in private banking through hands-on