U.S. Private Bank - AWM Program Associate

J.P. Morgan; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking a professional with experience in Private Banking to manage client relationships and generate business results. The ideal candidate will have a Bachelor's Degree, relevant licenses, and a strong understanding of investments and wealth planning. This role focuses on delivering an exceptional client experience while collaborating with internal specialists to provide comprehensive solutions. Excellent networking and communication skills are essential.

Qualifications

• Three plus years of experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required.
• Common understanding of investments, wealth planning, credit and banking.
• Exceptional presentation skills and community presence.

Responsibilities

• Manage client relationships to ensure trust and understanding of needs.
• Generate business results from existing and new clients.
• Advise on overall balance sheets including asset allocation.
• Collaborate with internal specialists for interdisciplinary expertise.

Skills

Client relationship management

Business development

Investment management

Wealth planning

Banking needs understanding

Sales success

Strong networking

Client experience focus

Education

Bachelor's Degree

Job description

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Required Qualifications, Capabilities, and Skills

• Three plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate