JPM Chase Careers | Banker Associate Job, Dallas, TX

JPMorgan Chase & Co

Job Description

Banker Associate

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.

Duties and Responsibilities

Your main responsibilities in this role include the following:

• 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

• 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)

Job Requirements

• Bachelor’s degree required

• MBA, JD, CFA, or CFP preferred or Second year M.B.A. candidates with 3-5 years of work experience

• Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

Job Details

Company Name: JPMorgan Chase & Co.

Employment Type: Full-time

Job Location: Dallas, TX, United States

Apply