U.S. Private Bank - Private Banker - Associate

JPMorganChase; Miami (FL); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorganChase in Miami seeks a Private Banker Associate to support a Senior Banker in all facets of managing their books of business. You will help with new client acquisition and retention through investments, banking, trust services and financial planning, enhancing client experience with wealth management solutions.

Responsibilities include assisting with client priorities, sales process support, pipeline management and coordinating portfolio needs across asset classes and planning tools.

Qualifications

• Bachelor's Degree required.
• Series 7 & 66 licenses required; candidates may start unlicensed but must obtain licenses within 90 days.
• Sales/origination experience preferred.
• Coachable professional with good business acumen.
• MBA, JD, CFA, or CFP preferred.
• Strong communication, analytical and quantitative skills.
• Ability to multi-task and manage priorities; learn wealth planning software.

Responsibilities

• Provide leverage to the Senior Banker on daily client priorities.
• Support the Senior Banker during the sales process and ongoing client management, including pitch books, information coordination, client communication, and execution of client needs.
• Assist the Senior Banker with client hierarchy and pipeline management.
• Assist in the sale of investments, banking and trust services including asset allocation on portfolios, reviews, and wealth planning opportunities.

Skills

Excellent communication skills

Strong analytical

Multi-tasking

Education

Bachelor's Degree

Job description

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.

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 Private Banker Associate in the U.S. Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.

Job Responsibilities

• Provide leverage to the Senior Banker on daily client priorities
• Support the Senior Banker during the sales process and ongoing client management, which includes 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, but not limited to: 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

Required Qualifications, Capabilities, And Skills

• 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

Preferred Qualifications, Capabilities, And Skills

• MBA, JD, CFA, or CFP preferred
• Excellent communication skills
• Strong analytical and quantitative skills
• Ability to multi-task and manage priorities effectively
• Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world\'s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.