Wealth Management Associate — Private Banking

JPMorgan Chase & Co.; Miami (FL); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank is seeking a Private Banker Associate to support a Senior Banker in managing client books and delivering comprehensive wealth solutions.

You will assist with investments, banking and trust services, portfolio reviews, and wealth planning opportunities while building client relationships and mastering proprietary software to provide top-tier service.

Qualifications

• 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

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

Skills

Sales experience

Client relationships

Communication skills

Analytical ability

Multi-tasking

Learn wealth planning software

Education

Bachelor’s degree

MBA/JD/CFA/CFP preferred

Tools

Planning Station

MAPS/CHART

WA models

Job description

JPMorgan Chase & Co. in the U.S. Private Bank is seeking a Private Banker Associate to support a Senior Banker in managing client books and delivering comprehensive wealth solutions.

You will assist with investments, banking and trust services, portfolio reviews, and wealth planning opportunities while building client relationships and mastering proprietary software to provide top-tier service.