U.S. Private Bank - AWM Program Associate

Job Responsibilities


* 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


* Generate 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 clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Required Qualifications, Capabilities, and Skills


* Three plus years of work experience in Private Banking or Financial Services


* Bachelor's Degree required


* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to 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


* Focuses on the client experience and works tirelessly on the client's behalf

Preferred Qualifications, Capabilities, and Skills


* MBA, JD, CFA, or CFP preferred


* Proactive, takes initiative, and uses critical thinking to solve problems


* 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


* Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include com...