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Chase · 4 months ago

U.S. Private Bank - Associate- National Client Team

560 Mission St, San Francisco, CA, 94105, US

Full-time

Onsite

Mid Level

$90K/yr - $130K/yr

3+ years exp

Chase is actively looking for exceptionally talented individuals to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. As a National Client Banker, you will advise families on building, preserving, and managing their wealth while working alongside a national coverage team.

BankingFinancial Services

Responsibilities

Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

Generate client referrals and acquire new assets from existing client base

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

Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets

Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Qualification

Private BankingFinancial ServicesSeries 7 LicenseSeries 66 LicenseInsurance LicenseClient Relationship ManagementWealth PlanningInvestment Management

Required

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