UHNW Family Wealth Services Associate

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Wealth Management seeks a Family Wealth Services Associate to join the Ultra High Net Worth Strategy team.

The role supports the Family Wealth Services platform, delivering customized client engagements and driving strategic initiatives for ultra-high-net-worth clients and their families. You will work closely with senior leaders, financial advisors, and cross-functional partners to deliver tailored engagements, assist in business development, and help coordinate initiatives across

Qualifications

• Bachelor’s degree required.
• 2+ years of relevant work experience post-graduation.
• Strong multitasking, organizational, and project-management skills.
• Detail-oriented, responsive, and proactive in meeting client and business needs.
• Excellent communication, presentation, and relationship-building abilities.
• Proficiency in Word, Excel, and PowerPoint (PitchPro).

Responsibilities

• Serve as a generalist and ambassador for the Family Wealth Services platform.
• Support strategy and execution for business development initiatives, including client education and partnerships.
• Partner with Legal, Risk, Controls, and Compliance (LRCC) teams to ensure adherence to policies and regulatory requirements.
• Assist in developing and maintaining internal reference materials, client-facing content, and program metrics.
• Contribute to special projects, strategic initiatives, and event management as needed.
• Build and maintain relationships with partners across Wealth Management Solutions, Investment Strategy, Wealth Planning & Advice, Alternative Investments, Banking, and Lending.

Skills

Multi-tasking

Organizational skills

Project management

Detail-oriented

Communication

Relationship-building

Microsoft Office (Word, Excel, PowerP

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

J.P. Morgan Wealth Management seeks a Family Wealth Services Associate to join the Ultra High Net Worth Strategy team.

The role supports the Family Wealth Services platform, delivering customized client engagements and driving strategic initiatives for ultra-high-net-worth clients and their families. You will work closely with senior leaders, financial advisors, and cross-functional partners to deliver tailored engagements, assist in business development, and help coordinate initiatives across