U.S. Private Bank - Private Banker - Associate
Company: JPMorgan Chase & Co.
Location: Denver
Posted on: April 1, 2026
|
|
|
Job Description:
Description Posting Description We are actively looking for
exceptionally talented individuals who are collaborative, confident
and motivated to provide a first-class experience to clients within
J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial
mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you. You will be working alongside a team
of talented colleagues from other markets, businesses and functions
to provide you with the opportunity to take your career to the next
level. As a Private Banker Associate in the U.S. Private Bank, you
are responsible for providing support to a Senior Banker in all
facets of managing their books of business. You will play a key
role assisting a Senior Banker in new client acquisition and
retention through a broad knowledge of investments, banking, trust
services and financial planning. Your primary goal is to enhance
client experience and assist our resources with delivering a
complete wealth management solution to clients. Job
Responsibilities Provide leverage to the Senior Banker on daily
client priorities Support the Senior Banker during the sales
process and ongoing client management, which includes reviewing and
building pitch books, coordinating information, communicating with
clients and executing on client needs Support the Senior Banker on
client hierarchy and pipeline management Assist the Senior 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 Required
Qualifications, Capabilities, and Skills Three plus years of work
experience in Private Banking or Financial Services Bachelor’s
Degree required Series 7 & 66 licenses required for position;
unlicensed candidates considered, but required to obtain licenses
within 90 days of start date Sales/origination experience Coachable
professional with good business acumen Preferred Qualifications,
Capabilities, and Skills MBA, JD, CFA, or CFP preferred Excellent
communication skills Strong analytical and quantitative skills
Ability to multi-task and manage priorities effectively Ability to
learn proprietary software and databases; ability to master wealth
planning software, including Planning Station modules, WA models,
MAPS/CHART (as appropriate)
Keywords: JPMorgan Chase & Co., Littleton , U.S. Private Bank - Private Banker - Associate, Accounting, Auditing , Denver, Colorado