U.S. Private Bank - National Client Banker - Associate

Testing Site - JPMC; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking a National Client Banker to advise families on wealth management, credit, and banking, operating within a national coverage team and supported by an institutional platform.

The role focuses on delivering holistic, goals-based planning and exceptional client experiences. You will manage a large client book, coordinate with internal specialists, and re-engage clients to introduce Private Bank capabilities while maintaining strict risk and regulatory

Qualifications

• 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.

Responsibilities

• Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate client referrals and acquire new assets from existing client base
• 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
• Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Private Banking Experience

Client Relationship Management

Financial Services Knowledge

Education

Bachelor's Degree

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate client referrals and acquire new assets from existing client base
• 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
• Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, 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