1+ months

Wealth Management - Private Bank - Associate Investor - Law Firm Group - New York, NY

New York, NY 10007
  • Job Code
    210234759

JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and 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 2015 by Euromoney as the #1 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 Investors in all facets. The Investor is responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advising on investment solutions.
  • Support investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
  • Assist with development of investment policy statements and advice on asset allocation
  • Build excellent working relationships with internal clients
  • Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
  • Support coordination of sales effort with Investors

Desirable Attributes:

  • Coachable professional with good \
    Keyword: consumer%20banking

    JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

    The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and 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 2015 by Euromoney as the #1 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 Investors in all facets. The Investor is responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advising on investment solutions.
    • Support investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
    • Assist with development of investment policy statements and advice on asset allocation
    • Build excellent working relationships with internal clients
    • Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
    • Support coordination of sales effort with Investors

    Desirable Attributes:

    • Coachable professional with good \
      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: 2022-07-18 Expires: 2022-10-29

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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Wealth Management - Private Bank - Associate Investor - Law Firm Group - New York, NY

JPMorgan Chase & Co.
New York, NY 10007

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