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JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.

About Wealth Management: With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank’s products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.

Our Team

As a Private Banker in the Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

The best Private Bankers are self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster Advisor success. We are committed to helping you grow at all stages of your career.

Responsibilities

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Drive business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Qualifications

  • Six plus years of work experience in Private Banking or Financial Services
  • 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
  • Energetic and entrepreneurial business builder who thrives and excels in a competitive industry
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Focuses on the client experience and works tirelessly on the client’s behalf
  • Proven sales success and strong business acumen
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm’s vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

Equal Opportunity Employer/Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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Confirmed 2 hours ago. Posted 30+ days ago.

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