J.P. Morgan Private Bank
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, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.
As a Banker Associate with J.P. Morgan Private Bank, you will be responsible for assisting the Banker with new high net worth or ultra high net worth client acquisition and ongoing relationship management through a broad knowledge of investments, banking, trust services and financial planning.
Highly motivated professional with a deep passion and interest in the financial markets and a strong desire to have a long term career in private banking and be responsible for high net worth or ultra high net worth business development
Coachable professional with good "business sense" and an energetic/dynamic personality
Ability to work both independently and as a member of a team
Assertive with strong interpersonal, communication and analytical skills
Strong quantitative and technical 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, along with ability to learn proprietary software and databases
Four plus years of financial services experience preferably in private banking and/or wealth management
Bachelors degree required , MBA strongly preferred
Demonstrable high net worth and/or ultra high net worth business development capabilities
Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date
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.
If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us by calling (US and Canada Only) 1-866-777-4690. Please indicate the specifics of the assistance needed.