J.P. Morgan Private Bank
Emerging High Net Worth – Investment Assistant
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local team focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.
The Emerging High Net Worth business is a part of the JPMorgan's Private Bank that is focused on servicing the banking and investment needs of high net worth clients who are currently maintaining smaller balances with the firm. The business’ primary goal is to grow total client positions of clients with a net worth of $1-5 million as these emerging clients represent a key area of focus to drive growth within the Private Bank.
Series 7 & 63 licenses required for position
Bachelor’s degree or equivalent experience
3+ years of experience in Financial Services; preferably in the investment management or advisory industry
Exceptional relationship management skills
Superior client service and problem-solving skills
Communication style that will create trust with clients
Knowledge of Microsoft Office (i.e., Word, Excel, PowerPoint)
Working knowledge of key regulatory controls and ability to manage accounts in accordance with firm policies and procedures
Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.
The firm invites all interested and qualified candidates to apply for employment opportunities.
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