U.S. Private Bank - Private Banker - Associate

Overview

We are seeking exceptionally talented, collaborative and motivated professionals to deliver a first-class client experience within JPMorgan Chase's U.S. Private Bank. If you have an entrepreneurial mindset and a drive to continually raise the bar, this is an ideal environment. You will collaborate with skilled colleagues from diverse markets, businesses and functions, gaining opportunities to advance your career on a strong institutional platform.

Responsibilities

• Manage and nurture client relationships by building trust, thoroughly understanding needs, delivering targeted guidance, crafting thoughtful solutions and providing an outstanding client experience.
• Drive business results by acquiring assets from both existing clients and new client acquisitions.
• 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 when required.
• Help clients connect across all lines of business within JPMorgan Chase & Co.
• Ensure proposed solutions meet clients' short, medium and long term objectives through a holistic goals-based planning approach.

Required Qualifications, Capabilities, and Skills

• Three or more years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for the role; unlicensed candidates will be considered but must 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.
• Focus on the client experience and a relentless commitment to serving the client’s interests.

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA or CFP preferred.
• Proactive, takes initiative and applies critical thinking to solve problems.
• Dynamic and credible professional who communicates clearly and presents effectively.
• Demonstrates strong organizational skills and maintains a disciplined, structured approach to business.
• Experience and in-depth knowledge of equity and fixed income markets and alternative investments, including hedge funds, private equity and real estate.

Benefits and Compensation

We offer a competitive total rewards package, including base salary determined by role, experience, skill set and location. Eligible roles may include commission-based pay and/or discretionary incentive compensation, paid in cash or equity, based on individual performance. A comprehensive benefits program is available, featuring health care coverage, on-site wellness resources, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Location

San Antonio, TX 78209

About the Team

J.P. Morgan Asset & Wealth Management delivers leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies across asset classes through our global network of investment professionals, while Wealth Management helps individuals, families and foundations take a more intentional approach to wealth and finances to define, focus and realize their goals.

Equal Opportunity and Accommodations

JPMorgan Chase & Co. is an Equal Opportunity Employer. We value diversity and inclusion and do not discriminate based on protected attributes, including race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital or veteran status, pregnancy or disability. We provide reasonable accommodations for applicants' religious practices and beliefs, as well as mental health or physical disability needs. Information about requesting an accommodation is available through our FAQs.