Wealth Solutions Associate – Private Banking

Testing Site - JPMC; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank seeks a Private Banker Associate to assist a Senior Banker in managing books of business, gaining exposure to investments, banking and wealth planning. You will help with client acquisition, retention and delivering wealth solutions while coordinating across teams.

The role emphasizes strong communication, multi-tasking, and the ability to learn proprietary wealth management software, with licensing required within 90 days where applicable.

Qualifications

• Bachelor’s Degree required.

Responsibilities

• Provide leverage to the Senior Banker on daily client priorities.
• Support the Senior Banker during the sales process and ongoing client management, including pitch books and client needs.
• Assist the Senior Banker in client hierarchy and pipeline management.

Skills

Client relationship management

Sales origination

Coachable

Communication

Education

Bachelor's degree

Tools

Planning Station

MAPS/CHART

WA models

Job description

J.P. Morgan’s U.S. Private Bank seeks a Private Banker Associate to assist a Senior Banker in managing books of business, gaining exposure to investments, banking and wealth planning. You will help with client acquisition, retention and delivering wealth solutions while coordinating across teams.

The role emphasizes strong communication, multi-tasking, and the ability to learn proprietary wealth management software, with licensing required within 90 days where applicable.