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JP Morgan Chase & Co. (NYSE: JPM) isa leading global financial services firm with assets of more than $2 trillionand operations in more than 60 countries. We serve millions of U.S. consumersand many of the world's most prominent corporate, institutional and governmentclients. We are a leader in investment banking, financial services forconsumers, small business and commercial banking, financial transactionprocessing, asset management and private equity.
Primary Function Provide support to Bankers in all facets. The Banker is theface of JPMorgan's Private Banking business. The Banker Associate assistsBankers in new client acquisition and retention through a broad knowledge ofinvestments, 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
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)
Minimum of 2 years in a client acquisition and development capacity within wealth management
Bachelor's degree required, MBA preferred
Portuguese fluency written and oral required
FINRA Series 7 & 63 licenses required
Internal Number: 6536929
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