Talent.com
U.S. Private Bank Private Banker Associate
U.S. Private Bank Private Banker AssociateJPMorganChase • Atlanta, Georgia, USA
No longer accepting applications
U.S. Private Bank Private Banker Associate

U.S. Private Bank Private Banker Associate

JPMorganChase • Atlanta, Georgia, USA
30+ days ago
Job type
  • Full-time
Job description

Description

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. Morgans 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. 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.

As a Private Banker in the U.S. Private Bank you are responsible for advising families on building preserving and managing their wealth. 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. You will be part of a local team and supported by an institutional platform that has the resources specialists and intellectual capital to help you advise clients on achieving their desired goals.

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
  • Bachelors 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 clients 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
  • Required Experience :

    IC

    Key Skills

    Clerical,Diploma,Foreclosure Paralegal,Flight Operations,Construction Equipment

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Create a job alert for this search

    Private Banker • Atlanta, Georgia, USA

    Related jobs
    U.S. Private Bank – Private Banker – Vice President

    U.S. Private Bank – Private Banker – Vice President

    JPMorgan Chase & Co. • Atlanta, GA, United States
    Full-time
    We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial...Show more
    Last updated: 30+ days ago • Promoted
    Private Mortgage Banker

    Private Mortgage Banker

    Wells Fargo • Alpharetta, GA, United States
    Full-time
    Wells Fargo is seeking an GA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.Learn more about our career areas and lines of business at wellsfargojobs.Participate in soli...Show more
    Last updated: 30+ days ago • Promoted
    Associate Account Executive

    Associate Account Executive

    Aon • Atlanta, GA, United States
    Full-time
    Aon is looking for an Associate Account Executive.As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting Risk...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker- Atlanta Market

    Relationship Banker- Atlanta Market

    Atlanta Staffing • Atlanta, GA, US
    Full-time
    Relationship Banker- Atlanta Market.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible...Show more
    Last updated: 30+ days ago • Promoted
    Wireless Sales Associate

    Wireless Sales Associate

    Granite Telecommunications • Atlanta, GA, United States
    Full-time
    Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emp...Show more
    Last updated: 20 days ago • Promoted
    Associate (Financial Services & Insurance)

    Associate (Financial Services & Insurance)

    The Broker Group • Atlanta, GA, US
    Full-time +1
    NOW HIRING : Financial Professional Training Associate.Part-Time & Full-Time | Fully Remote & Flexible).Hi+Tegrity (backed by The Broker Group) is expanding nationwide and seeking driven, entreprene...Show more
    Last updated: 23 days ago • Promoted
    SBA Banker III

    SBA Banker III

    Seacoast National Bank • Atlanta, GA, United States
    Full-time
    Location : Flexibility within the United States.The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaini...Show more
    Last updated: 22 days ago • Promoted
    Relationship Banker II (Atlanta Midtown Branch)

    Relationship Banker II (Atlanta Midtown Branch)

    Regions Bank • Atlanta, Georgia, USA
    Full-time
    Thank you for your interest in a career at Regions.At Regions we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build a...Show more
    Last updated: 3 days ago • Promoted
    Float Personal Banker Associate I - Georgia East - Spanish Speaking Preferred

    Float Personal Banker Associate I - Georgia East - Spanish Speaking Preferred

    Fifth Third Bancorp • Atlanta, GA, US
    Full-time
    Float Personal Banker Associate I - Georgia East - Spanish Speaking Preferred.Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...Show more
    Last updated: 15 days ago • Promoted
    Associate Wealth Advisor, Schwab Wealth Advisory

    Associate Wealth Advisor, Schwab Wealth Advisory

    Charles Schwab • Atlanta, Georgia, US
    Full-time
    Learn more about the general tasks related to this opportunity below, as well as required skills.At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative...Show more
    Last updated: 30+ days ago • Promoted
    Universal Associate

    Universal Associate

    Georgia United Credit Union • Chamblee, GA, United States
    Full-time
    The starting salary for this position is $.Welcome and directs members visiting the branch, creating a positive member experience from start to finish. Presents and explains credit union services an...Show more
    Last updated: 27 days ago • Promoted
    Account Associate

    Account Associate

    SITA • Atlanta, GA, United States
    Full-time
    At SITA, we keep airports moving, airlines flying smoothly, and borders open.Our technology and communication innovations power the success of the global air travel industry.You'll find us in 95% o...Show more
    Last updated: 30+ days ago • Promoted
    Private Client Services Account Associate

    Private Client Services Account Associate

    Marsh McLennan • Atlanta, Georgia, USA
    Full-time
    Award-winning inclusive Top Workplace culture doesnt happen overnight.Its a result of hard work by extraordinary people.More than 11000 of the industrys brightest talent drive our efforts to delive...Show more
    Last updated: 27 days ago • Promoted
    Division Associate

    Division Associate

    Invesco • Atlanta, GA, US
    Full-time +1
    As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment m...Show more
    Last updated: 30+ days ago • Promoted
    Universal Banker

    Universal Banker

    Renasant Bank • Alpharetta, GA, United States
    Full-time
    The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand the needs of the customer, and then providing a complete range of re...Show more
    Last updated: 15 days ago • Promoted
    U.S. Private Bank - Private Banker - Executive Director

    U.S. Private Bank - Private Banker - Executive Director

    Chase • Atlanta, GA, US
    Full-time
    Show more
    Last updated: 30+ days ago • Promoted
    Banking Branch Manager

    Banking Branch Manager

    Georgia Staffing • Atlanta, GA, US
    Full-time
    This is a 100% travel position and very sporadic work.Travel to one location at a time and be there onsite for a period of time. Must be okay with contract work and traveling.SolomonEdwardsGroup, LL...Show more
    Last updated: 5 days ago • Promoted
    U.S. Private Bank Private Banker Vice President

    U.S. Private Bank Private Banker Vice President

    Chase • Atlanta, GA, US
    Full-time
    Show more
    Last updated: 30+ days ago • Promoted