AWM – Private Bank – Banker Associate (PC) – Houston, TX job vacancy in JPMorgan Chase Bank, N.A. – Jobs in Houston, TX

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We got a new job details in JPMorgan Chase Bank, N.A. & they are Hiring Candidates for AWM – Private Bank – Banker Associate (PC) – Houston, TX

Job Details
Company Name :
JPMorgan Chase Bank, N.A.
Company Location :
Houston, TX
Job Position :
AWM – Private Bank – Banker Associate (PC) – Houston, TX
Job Category :
Jobs in California

Job Description :
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
The Role: The primary function of the Banker Associate is providing support to Bankers in all facets of managing their books of business. The Banker is the face of J.P. Morgan’s Private Banking business, and 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 goal is to enhance the client experience and assist our resources with delivering a complete wealth management solution to clients.
Responsibilities:

Provide leverage to the Banker on daily client priorities
Support Bankers during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs
Support Bankers on client hierarchy and pipeline management
Assist 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)

Requirements:

Bachelors degree
Sales/origination experience
Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans

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