U.S. Private Bank - Private Banker - Associate

Private Banker in JPMorgan Chase’s U.S. Private Bank, onsite in San Antonio, TX, helps families build, preserve and manage wealth through investments, financial planning, credit and banking expertise, while pursuing new client opportunities.

Responsibilities

• Foster and sustain client relationships by earning trust, deeply understanding needs, delivering targeted guidance, crafting thoughtful solutions, and providing an outstanding client experience
• Drive growth by attracting new assets and expanding the portfolio with both existing clients and new prospects
• Provide comprehensive balance sheet guidance, including asset allocation, investment management, wealth planning, and banking and credit needs
• Collaborate with internal specialists to deliver cross-functional expertise to clients as needed
• Coordinate client activity across all lines of business within JPMorgan Chase
• Ensure proposed solutions meet short-, mid-, and long-term objectives through a holistic goals-based planning approach

Requirements

• Minimum of three years of work experience in private banking or financial services
• Bachelor's degree required
• Licenses: Series 7, Series 66 and Insurance; unlicensed candidates may be considered but must obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Well-established community presence with an existing professional network
• Experience or demonstrated understanding of investments, wealth planning, and banking concepts including credit
• Committed to delivering an exceptional client experience and advocating on behalf of clients

Benefits

• Base salary
• Commission-based pay
• Discretionary incentive compensation
• Cash compensation and equity rewards (potentially forfeitable)
• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching