Senior Private Banking Associate – Wealth Solutions

JPMorganChase; San Francisco (CA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive base salary

Discretionary incentive compensation

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in San Francisco seeks a Private Banker Associate to support a Senior Banker in managing client books and delivering wealth management solutions. Responsibilities include assisting in new client acquisition, building pitch materials, coordinating client information, and executing on client needs across investments, banking, and trust services.

A strong sales orientation and financial acumen are essential.

Qualifications

• Bachelor's Degree required.
• Series 7 & 66 licenses required; unlicensed candidates may apply but must 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 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 selling investments, banking and trust services including asset allocation, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and wealth planning opportunities.

Skills

Sales/origination experience

Coachable professional

Communication skills

Analytical skills

Multi-tasking

Education

Bachelor's Degree

Job description

JPMorganChase in San Francisco seeks a Private Banker Associate to support a Senior Banker in managing client books and delivering wealth management solutions. Responsibilities include assisting in new client acquisition, building pitch materials, coordinating client information, and executing on client needs across investments, banking, and trust services.

A strong sales orientation and financial acumen are essential.