JPMorgan Chase Banker Associate - High Net Worth - St. Louis, MO in Clayton Missouri United States

Banker Associate - High Net Worth - St. Louis, MO-140054646

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Job Description

JPMorgan Private Banking

Banker Associate Job Description

JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

J.P. Morgan is a global leader in asset and wealth management services. We serve four distinct client groups through two businesses: institutions and retail clients through J.P. Morgan Asset Management; ultra high net worth and high net worth clients through the Private Bank. With assets under supervision of $1.7 trillion and assets under management of $1.2 trillion, we are one of the largest asset and wealth managers in the world.

J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized in February 2010 by Euromoney as the #1 Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.

Primary Function

Provide support to Bankers in all facets. The Banker is the face of JPMorgan's Private Banking business. The Banker Associate assists Bankers in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.

  • The Banker Associate's primary responsibility is enhancement of the client experience and assisting our resources to deliver a complete wealth management solution

  • This role provides leverage to the Banker on daily client priorities

  • Ability to support Bankers during the sales process and ongoing client management. Includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs

  • Supports Banker on client hierarchy and pipeline management

  • Develops understanding and assists 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

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC’s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.

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Qualifications

Qualifications

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

  • Ability to work both independently and as a team player

  • Excellent communication skills, both written and oral

  • Strong analytical and quantitative 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

  • Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)

Position Requirements

  • Bachelors degree required

  • Sales/originator capabilities

  • Series 7 & 63 required for position

JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC’s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.

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Job: Client Services

Primary Location: US-MO-Clayton-Centene Plaza / 51367

Organization: ASSET MANAGEMENT

Schedule: Full-time

Job Type: Standard

Shift: Day Job

Employee Status: Regular

Corporate Brand: J.P. Morgan