Private Bank - Banker Associate - Cleveland market Job Listing at J.P. Morgan in OH, Ohio

Finance

JPMorgan Private Wealth Management Banker Associate Job Description JPMorgan Chase Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.2 trillion and operations in more than 60 countries. Asset Management provides investment and wealth management services to institutional, high net worth and retail investors and their advisors. For wealthy individuals and families, J.P. Morgan offers personalized financial solutions that integrate investment management, capital markets, trust and banking. Private Wealth Management is J.P.Morgan's comprehensive wealth management solution for high net worth clients. Combining the deep capabilities of a leading global financial institution with the intimacy of a boutique firm, Private Wealth Management has 86 offices across the United States. Our model is designed to preserve and grow our clients' wealth through a disciplined investments approach, estate planning and tailored banking and credit solutions. Primary Function Provide support to Bankers in all facets. The Banker is the face of JPMorgan's Private Wealth Management 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
• May accompany Banker on client calls

This position will require / requires National Mortgage Licensing System and Registry (NMLS) registration under the terms of the Safe Act of 2008. As such, upon active employment with JP Morgan Chase, you will be required to either register via the NMLS registry or re-register and move your previous registration to JP Morgan Chase's registration rolls. Your continued employment in this position with JP Morgan Chase is contingent upon successful registration after your start date and annual re-registration thereafter. In addition, information obtained during the registration process may impact your employment with the firm.

Further information about the registry and the requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx