Banker Associate - J.P. Morgan Private Bank - Palm Beach, FL
JPMorgan Chase - Palm Beach, FL

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Job Description

J.P. Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.

Primary Function

As a Banker Associate at J.P. Morgan, you will be responsible for assisting the Banker with new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.

Accountable for the enhancement of the client experience and assisting our resources to deliver a complete wealth management solution

Provide leverage to the Banker on daily client priorities

Support Banker throughout the sales process and with ongoing client management. Includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs

Support Banker on client hierarchy and pipeline management

Develop understanding and assist Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities



Highly motivated professional with a deep passion and interest in the financial markets and a strong desire to be involved in and responsible for business development

Coachable professional with good "business sense" and an energetic/dynamic personality

Ability to work both independently and as a member of a team

Assertive with strong interpersonal, communication and analytical skills

Strong quantitative and technical skills

Ability to multi-task and manage priorities effectively

Ability to adapt to a rapidly changing business and technology environment

Exceptional problem-solving skills

Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet, along with ability to learn proprietary software and databases


Three to five years financial services experience preferably in private banking and/or wealth management

Bachelors degree required , MBA strongly preferred

Demonstrable business development capabilities

Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act of 2008 is required. Upon active employment with J.P. Morgan, you will be required to either register via the NMLS registry or re-register and move your previous registration to J.P. Morgan.

J.P Morgan offers an exceptional benefits program and a highly competitive compensation package.

J.P. Morgan is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.


Client Services

Primary Location

US-FL-Palm Beach-Palm Beach / 00231


Asset & Wealth Management



Job Type



Day Job

Employee Status


Corporate Brand

J.P. Morgan

JPMorgan Chase - 20 months ago - save job
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