Wealth Management Associate: Private Banking Advisory

Aumni; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States Private Bank seeks a Private Banker Associate to support a Senior Banker in building and maintaining a robust client base. The role focuses on delivering wealth management solutions through a broad knowledge of investments, banking, trust services and financial planning.

You will assist with client acquisition and retention, leverage internal resources, and help execute on client needs to enhance the client experience.

Qualifications

• Bachelor's degree required.
• Series 7 & 66 licenses required; unlicensed candidates may apply but must obtain within 90 days.
• 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

Series 7 license

Series 66 license

Sales experience

Coachable

Client service

Education

Bachelor's degree

MBA

JD

CFA

CFP

Tools

Planning Station modules

WA models

MAPS/CHART

Job description

JPMorgan Chase & Co. in the United States Private Bank seeks a Private Banker Associate to support a Senior Banker in building and maintaining a robust client base. The role focuses on delivering wealth management solutions through a broad knowledge of investments, banking, trust services and financial planning.

You will assist with client acquisition and retention, leverage internal resources, and help execute on client needs to enhance the client experience.