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Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
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As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you.
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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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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. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
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Series 7, 66 required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
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This includes products such as Equity and Fixed Income Prime Brokerage, Futures and Derivatives Clearing, Equity Derivatives and Repo Financing. The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services.
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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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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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J.P. Morgan Asset& Wealth Management delivers industry-leading investment management and private banking solutions. 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.
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.
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