Job Description
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. Morgans 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 Private Banker in the U.S. 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 generate 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.
Job 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
Generate 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
Required qualifications, capabilities and skills
Six plus years of work experience in Private Banking or Financial Services
Bachelors Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the clients behalf
Preferred qualifications, capabilities and skills
Proactive, takes initiative, and uses critical thinking to solve problems
MBA, JD, CFA, or CFP preferred
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
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
#J-18808-Ljbffr
Job Tags
Temporary work, Work experience placement, Local area,
Similar Jobs
Aligned Solutions
Job DescriptionJob DescriptionRisk Manager Job DescriptionAligned Solutions is seeking a Director of Risk Management for a well respected company.Responsibilities :Design and implement an overall risk management process, including analysis of the financial impact...
Royal Bank of Canada
...Job Description What is the Opportunity? Do you enjoy cyber security research and innovation, proactive thinking and problem solving... ...vendor solutions In conjunction with other members of the Global Security group, you would ensure the ongoing enhancement of the...
California Public Utilities Commission
Overview The Electricity Planning and Policy (EPP) Branch within the Public Advocates Office is seeking a Public Utilities Regulatory Analyst V to join its Resource Planning team.Responsibilities Under general direction of the Program and Project Supervisor of the Resource...
MJMorgan Group
...The forklift operator assists with inbound and/or outbound activities as requested by the Warehouse Supervisor meeting quality, safety, productivity and operational standards. Responsibilities Follow established Standard Operating Procedures (SOP's) to process...
Aya Locums
Aya Locums is seeking a General dentist to assist with an ongoing Dentistry coverage need in San Jose, CA. Please review the details below. Monday-Friday 8 am-5 pm 12-14 patients per day EMR-Epic General Bread and Butter Dentistry One-month assignment for...