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J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
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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. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
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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.
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As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. 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.
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Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
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Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date. MBA, JD, CFA, or CFP preferred. 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.
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Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred. 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.
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Skills Required: Requires 3 years of experience in the following: Private bank or wealth management experience in identifying, attracting, and advising Asian-American clients; Providing financial solutions and advising ultra-high-net-worth Asian- American clients on optimal portfolio allocation, estate planning structure, tax-efficiency, and cash-flow models; Analyzing financial market dynamics, financial reporting, discount rate adjustments and inflation in the U.S.
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JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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U.S. Private Bank - Private Banker - Executive Director or Vice President. U.S. Private Bank - Private Banker - Executive Director or Vice President. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
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We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
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JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Denver,CO $170,000.00 - $225,000.00 / year. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Denver,CO $170,000.00 - $225,000.00 / year.
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We are an equal opportunity employer and place a high value on diversity and inclusion at our company. Additional details about total compensation and benefits will be provided during the hiring process.
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We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
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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 generate new client acquisition. We also offer a range of benefits and programs to meet employee needs, based on eligibility.
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wealth management jobs Title: banker Company: Jpmorgan Chase
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