5 days old

JPMorgan Chase & Co.
Pittsburgh, PA 15219
  • Job Code
    200015217

Wealth Management - Private Bank - Professional - Pittsburgh, PA

Job Description


JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


 


J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.


                     


About Wealth Management: With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank’s products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.


 


The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.


 


Role and Responsibilities: As an AWM Senior Analyst in the Private Bank, you will work with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. We recommend investment, credit and wealth management solutions to our clients; protecting, managing and growing their wealth across generations. Specific responsibilities include:


  • Help devise customized financial strategies for existing and prospective clients
  • Prepare pitch books, meeting materials, client reviews
  • Collaborate with integrated team members to analyse balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
  • Become an expert in a range of proprietary models to provide recommendations on tailored solutions
  • Provide call coverage for advisors to support incoming client requests
  • Conduct Market, product and client research and analysis; assist with product development and prospecting efforts
  • Research client inquiries and manage follow up communication and materials
  • Brokerage trade execution
  • Support advisors in timely risk management oversight including AML KYC & AAR
  • Manage sales management priorities and track follow up
  • Prepare investment documents including mandates and alternative OMs
  • Partner with support groups to ensure clients have an exceptional experience with account opening, maintenance & other day to day transactions


As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients.



Qualifications: We seek candidates with a unique blend of interpersonal and analytical skills. Private Banking Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include: 


  • Minimum 3 years industry related experience
  • Candidate must hold a Bachelor’s degree
  • Series 7 & 63 registration required
  • Experience using Microsoft office programs including excel, power point and Adobe PDF
  • Superior multi-tasking and organizational skills
  • Excellent communication skills and poise giving presentations.
  • Demonstrated aptitude for sales and client relationship management
  • Genuine interest in financial markets and macro-level economic trends
  • The ability to be a dynamic member of a team
  • Strong initiative, energy and confidence completing projects with limited supervision
  • Good judgment and discretion working with highly confidential information


Req #: 200015217
Location: Pittsburgh, PA US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 3000 US Dollar (USD)


Keyword: consumer%20banking

Categories

Posted: 2020-03-23 Expires: 2020-04-22

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JPMorgan Chase & Co.
Pittsburgh, PA 15219

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