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J.P. Morgan
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  • National Client Banker, Vice President  

    - San Francisco
    We are actively looking for exceptionally talented individuals who are... Read More

    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 National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.


    Job Responsibilities

    Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experienceGenerate client referrals and acquire new assets from existing client baseAdvise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needsPartner with internal specialists to provide interdisciplinary expertise to clients when neededConnect your clients across all lines of business of J.P. Morgan Chase & Co.Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approachRe-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage marketsStrictly adhere to all risk and control policies, regulatory guidelines and security measures

    Required Qualifications, Capabilities, Skills

    Six plus years of work experience in Private Banking or Financial ServicesBachelor’s Degree requiredSeries 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date #J-18808-Ljbffr Read Less
  • U.S. Private Bank - Program Analyst Banker  

    - San Diego
    We are actively looking for exceptionally talented individuals who are... Read More

    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 Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.

    Job Responsibilities

    Help devise customized financial strategies for existing and prospective clientsPrepare pitch books and meeting materialsCollaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectivesBecome an expert in a range of proprietary models to provide recommendations on tailored solutionsConduct research and analysis; assist with product development and prospecting effortsResearch client inquiries and manage follow up communication and materialsAs you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients

    Required Qualifications, Capabilities, And Skills

    Bachelor’s degree with a minimum overall GPA of 3.2Up to two years of work experience following completion of undergraduate programDemonstrated aptitude for sales and client relationship management

    Preferred Qualifications, Capabilities, And Skills

    Superior multi-tasking and organizational skillsExcellent communication skills and poise giving presentationsGenuine interest in financial markets and macro-level economic trendsAbility to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions

    FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

    #J-18808-Ljbffr Read Less
  • We are seeking a highly skilled and experienced Investment Banking Vic... Read More

    We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, TMT team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.

    Job Summary

    As a Vice President in Equity Capital Markets, TMT team, you’ll have experience developing strong relationships with corporates and financial institution clients and working across different products. You’ll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.

    Job Responsibilities

    Acting as the primary day-to-day client point of contact and lead banker on dealsReviewing and coordinating the analytic work of junior bankers to move marketing/execution process forwardRefining marketing/execution materials for maximum client impactOverseeing the creation of financial projection modelsIdentifying and managing all risks in a given dealLiaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)Leading client negotiations, Q&A process and management interviews

    Required qualifications, capabilities, and skills

    Prior work experience in an investment banking front office role.Experience in training junior bankersExceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validityVery strong quantitative and analytical skills (including Excel modelling and valuation work)Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutionsAdaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a teamAbility to comfortably interact with clients in a professional and mature mannerExcellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment #J-18808-Ljbffr Read Less

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