Asset Management - Private Bank - Banker Associate - Cincinnati

Job description

J.P. Morgan Private Bank
J.P. Morgan is a global leader in asset and wealth management services. We serve four distinct client groups through two businesses: institutions and retail clients through J.P. Morgan Asset Management; and high and ultra high net worth clients through the Private Bank. With assets under supervision of $1.7 trillion and assets under management of $1.2 trillion, we are one of the largest asset and wealth managers in the world.

J.P. Morgan Private Bank, which includes both the High Net Worth and Ultra High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized in February 2012 by Euromoney as the Best Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.

Primary Function
Provide support to Bankers in all facets. The Banker is the face of JPMorgan's Private Banking 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

Desired profile

Qualifications
· 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

JP Morgan Chase offers an exceptional benefits program and a highly competitive compensation package.

JPMorgan Chase is an equal opportunity and affirmative action employer M/F/Disability/Veteran