Wealth Management Associate: Private Banker

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco invites applications for a Private Banker Associate in the U.S. Private Bank.

You will support a Senior Banker in managing client relationships, sourcing new clients, and delivering wealth-management solutions across investments, banking, trusts and financial planning. The role requires a Bachelor's degree and Series 7/66 licenses (or plan to obtain within 90 days), plus sales experience.

Qualifications

• Bachelor’s degree required.
• Series 7 & 66 licenses required or must obtain 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 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.

Skills

Excellent communication skills

Strong analytical and quantitative

Ability to multi-task and manage pri?

Coachable professional with good acume

Education

Bachelor’s Degree

Tools

Planning Station

WA models

MAPS/CHART

Job description

JPMorgan Chase & Co. in San Francisco invites applications for a Private Banker Associate in the U.S. Private Bank.

You will support a Senior Banker in managing client relationships, sourcing new clients, and delivering wealth-management solutions across investments, banking, trusts and financial planning. The role requires a Bachelor's degree and Series 7/66 licenses (or plan to obtain within 90 days), plus sales experience.