Location: IL-Chicago
JPMorgan - Private Wealth Management
Banker Associate:
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of
2.2 trillion and operations in more than 60 countries. Asset Management provides investment
and wealth management services to institutional, high net worth and retail investors and their
advisors. For wealthy individuals and families, J.P. Morgan offers personalized financial solutions
that integrate investment management, capital markets, trust and banking.
Private Wealth Management is J.P.Morgan's comprehensive wealth management solution for
high net worth clients. Combining the deep capabilities of a leading global financial institution
with the intimacy of a boutique firm, Private Wealth Management has 86 offices across the United
States. Our model is designed to preserve and grow our clients' wealth through a disciplined
investments approach, estate planning and tailored banking and credit solutions.
Primary Function:
Provide support to Bankers in all facets. The Banker is the face of JPMorgan's Private Wealth
Management business. The Banker Associate assists Bankers in new client acquisition and
retention through a broad knowledge of investments, banking, trust services and financial
planning.
The Banker Associate's primary responsibility is enhancement of the client experience and
assisting our resources to deliver a complete Wealth Management solution
This role provides leverage to the Banker on daily client priorities
Ability to support Bankers during the sales process and ongoing client management.
Includes reviewing and building pitch books, coordinating information and communication
with clients and execution of client needs
Supports Banker on client hierarchy and pipeline management
Develops understanding and assists 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
May accompany Banker on client calls
Coachable professional with good "business sense" and an energetic/dynamic personality
Ability to work both independently and as a team player
Excellent communication skills, both written and oral
Strong analytical and quantitative skills
Ability to multi-task and manage priorities effectively
Ability to adapt to a rapidly changing business and technology environment
Exceptional problem-solving skills
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
Ability to learn proprietary software and databases ability to master wealth planning software,
including Planning Station modules, WA models, MAPS/CHART (as appropriate)
Position Requirements:
Bachelors degree required
Sales/originator capabilities
Series 7 & 63 required for position
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V. Location: Chicago, IL, 60684, USA
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