Wealth Management Associate – Private Banking

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Banker Associate to support a Senior Banker in managing client books and expanding the client base with wealth management solutions.

Responsibilities include assisting with client priorities, pitch books, pipeline management, and selling investments, banking and trust services. Required qualifications include a Bachelor’s degree, Series 7 & 66 licensing within 90 days, and sales experience.

Qualifications

• Bachelor’s degree required.
• Series 7 and 66 licenses required within 90 days if not licensed.
• Sales/origination experience.
• Coachable professional with good business acumen.

Responsibilities

• Support the Senior Banker on daily client priorities.
• Assist in the sales process and client management, including building pitch books and coordinating information.
• Assist the Senior Banker in client hierarchy and pipeline management.
• Aid in selling investments, banking and trust services and wealth planning opportunities.

Skills

Sales origination

Client service mindset

Strong communication

Analytical skills

Multi-tasking

Proprietary software learning

Education

Bachelor’s degree

MBA

JD

CFA

CFP

Tools

Planning Station modules

MAPS/CHART wealth planning software

WA models

Job description

JPMorgan Chase & Co. in the United States seeks a Private Banker Associate to support a Senior Banker in managing client books and expanding the client base with wealth management solutions.

Responsibilities include assisting with client priorities, pitch books, pipeline management, and selling investments, banking and trust services. Required qualifications include a Bachelor’s degree, Series 7 & 66 licensing within 90 days, and sales experience.