Private Bank - Banker - Closely Held Business Group NY Job Listing at J.P. Morgan in NY, New York

Finance

J.P. Morgan Private Bank Banker 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. The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, 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 The Banker is the face of J.P. Morgan's Private Banking business. The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

• Responsible for sale and implementation of investment, banking and trust/estate products to core clients
• Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
• Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
• Build trust with clients and effectively manage relationships
• Ensure that the proposed products and services maximize the clients' needs, goals and objectives
• Provide guidance to junior staff

SAFE Act: 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.