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Wealth Management - Private Bank - Banker Associate - Fort Worth, TX

Req #: 170116149
Location: Fort Worth, TX, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 4000 US Dollar (USD)
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; and high and ultra 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 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:
Provide support to Bankers in all facets.  The Banker is the face of J.P. Morgan’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
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
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