Wealth Management Associate – Private Banking

Testing Site - JPMC; Fort Worth (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank seeks a Private Banker Associate to support a Senior Banker in managing books of business, helping with new client acquisition and retention through investments, banking, trust services and financial planning.

You will enhance client experience and deliver complete wealth management solutions. Responsibilities include assisting with daily client priorities, sales process support, client hierarchy management, and aiding in the sale of investments, banking and trust

Qualifications

• Bachelor's degree required; advanced degrees or professional credentials preferred.
• Licenses: Series 7 & 66 required or must obtain within 90 days.
• Proven sales/origination experience and client-management ability.

Responsibilities

• Assist the Senior Banker with daily client priorities.
• Support sales and client management, review pitch books, coordinate information and client needs.
• Assist with client hierarchy and pipeline management.
• Help sell investments, banking and trust services and identify wealth planning opportunities.

Skills

Sales/origination experience

Excellent communication skills

Strong analytical and quantitative

Coachable with business acumen

Multi-tasking and prioritization

Education

Bachelor's Degree

MBA

JD

CFA

CFP

Tools

Planning Station

MAPS/CHART

WA models

Job description

J.P. Morgan’s U.S. Private Bank seeks a Private Banker Associate to support a Senior Banker in managing books of business, helping with new client acquisition and retention through investments, banking, trust services and financial planning.

You will enhance client experience and deliver complete wealth management solutions. Responsibilities include assisting with daily client priorities, sales process support, client hierarchy management, and aiding in the sale of investments, banking and trust