1+ months

AWM - Private Bank - Banker Associate - New Orleans, LA

New Orleans, LA 70112
  • Job Code
    210297855

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank advises the world™s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Primary Function:

As a Private Banker Associate at the J.P. Morgan Private Bank, you will be partnered with an experienced Private Banker and participate in an apprentice period. You will participate in a structured training program which will provide you with the tools, resources and coaching to succeed as a fully producing Private Banker. You will be responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. You will partner with an experienced Private Banker and a local team, supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

The best Private Banker Associates are ambitious self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster Private Banker Associate success. We are committed to helping you grow at all stages of your career.

As a Private Banker Associate, you are expected to:

  • Successfully complete an apprentice period in partnership with an experienced Private Banker
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Drive business results and acquire new assets, both from existing client base and new client acquisition
  • 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 to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill client™s needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures
  • Energetic and entrepreneurial with a desire to build a business; self-starter who thrives and excels in a competitive industry
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Focuses on the client experience and works tirelessly on the client™s behalf
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Ability to build a strong community presence and network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Knowledge and understanding of financial markets and investments
  • Strong business acumen and analytical skills

Position Requirements:

  • 3-5 years of work experience
  • Bachelors degree required; MBA, JD, CFP, or CFA preferred
  • Series 7 & 66 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

Keyword: consumer%20banking

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank advises the world™s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Primary Function:

As a Private Banker Associate at the J.P. Morgan Private Bank, you will be partnered with an experienced Private Banker and participate in an apprentice period. You will participate in a structured training program which will provide you with the tools, resources and coaching to succeed as a fully producing Private Banker. You will be responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. You will partner with an experienced Private Banker and a local team, supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

The best Private Banker Associates are ambitious self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster Private Banker Associate success. We are committed to helping you grow at all stages of your career.

As a Private Banker Associate, you are expected to:

  • Successfully complete an apprentice period in partnership with an experienced Private Banker
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Drive business results and acquire new assets, both from existing client base and new client acquisition
  • 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 to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill client™s needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures
  • Energetic and entrepreneurial with a desire to build a business; self-starter who thrives and excels in a competitive industry
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Focuses on the client experience and works tirelessly on the client™s behalf
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Ability to build a strong community presence and network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Knowledge and understanding of financial markets and investments
  • Strong business acumen and analytical skills

Position Requirements:

  • 3-5 years of work experience
  • Bachelors degree required; MBA, JD, CFP, or CFA preferred
  • Series 7 & 66 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

Keyword: consumer%20banking
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world™s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants™ and employees™ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the œWELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm™s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm™s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.1 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Categories

Posted: 2022-06-08 Expires: 2022-09-30

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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AWM - Private Bank - Banker Associate - New Orleans, LA

JPMorgan Chase & Co.
New Orleans, LA 70112

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