U.S. Private Bank – Private Banker – Associate
at J.P. Morgan
Posted 17 days ago
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The Private Banker Associate will support a Senior Banker in managing a book of high-net-worth clients, aiding in new client acquisition, retention, and delivering holistic wealth management solutions. Responsibilities include preparing pitch books, coordinating client communications, managing pipeline and client hierarchy, and assisting with investment, banking, trust and basic wealth planning solutions. The role requires strong sales/origination skills, business acumen, and the ability to learn proprietary wealth planning software. Candidates must have a bachelor’s degree (advanced degrees preferred) and Series 7 & 66 licenses or obtain them within 90 days of start.
- Compensation
- Not specified
- City
- Philadelphia
- Country
- United States
Currency: Not specified
Full Job Description
Location: Philadelphia, PA, United States
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Banker Associate, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.
Job 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
Required Qualifications, Capabilities, Skills
- Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred
- 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
Preferred Qualifications, Capabilities, Skills
- Excellent communication skills
- Strong analytical and quantitative skills
- Ability to multi-task and manage priorities effectively
- Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
An exceptional opportunity to join a team delivering premiere service to high net worth clients through holistic financial advisement.
