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JPMorgan Chase
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  • Private Client Banker You have a passion for taking care of our custom... Read More
    Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job Responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required Qualifications, Capabilities, and Skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred Qualifications, Capabilities, and Skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm 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. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx Read Less
  • As a Managing Director in our Emerging Middle Market Coverage Investme... Read More
    As a Managing Director in our Emerging Middle Market Coverage Investment Banking team, you will assume a pivotal leadership role and will be responsible for driving strategic client engagement and delivering J.P. Morgan's full suite of Investment Banking products including M&A, Equity, Debt, and other advisory services. We define Emerging Middle Market as companies with sales revenues in the $100M-$200M or transactions with enterprise values between $100M- $300M. The Managing Director will report directly to the Global Head of MidCap Investment Banking and will be instrumental in shaping the firm's strategy and client coverage in this segment. **Job Responsibilities** + Originate and execute M&A, Equity, and Debt transactions for sponsors and strategic clients within the Emerging Middle Market. + Collaborate with industry and product bankers to deliver integrated financial solutions tailored to client needs. + Demonstrate strong sector experience in Industrial, Retail & Consumer and/or Business Services. + Manage and coordinate client requests, deal execution and liaise with internal teams and external professional advisors. + Provide timely market intelligence and insights to clients and internal stakeholders. + Represent J.P. Morgan at business and industry events to identify new business opportunities and actively pitch for new client mandates. + Lead and participate in client meetings, supported by internal partners. + Provide leadership, mentorship and supervision to team members, fostering professional development and high performance. **Required qualifications, capabilities and skills** + Minimum of fifteen years of relevant experience in a senior investment banking role, with a proven track record covering Emerging Middle Market strategics and sponsors. + Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity. + Advanced quantitative and analytical skills. + Demonstrated ability to perform effectively under pressure and tight deadlines, synthesize large volumes of information, and to develop innovative solutions. + Adaptability and independence in managing projects, with readiness to assume significant responsibility within a team environment. + Professional maturity and confidence in client interactions. + Excellent understanding of financial, legal and regulatory risks relevant to large, integrated investment banks in the current market environment. JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Read Less
  • Payments - Senior Product Delivery Associate  

    - Hudson County
    Job Title Senior Product Delivery Associate Job Description Be at the... Read More
    Job Title Senior Product Delivery Associate Job Description Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges. In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey. As a Senior Product Delivery Associate in Strategic Execution team within Payments Business Transformation, you are trusted with enabling the delivery of products in a stable and scalable way. You will lead and manage transformative projects aimed at optimizing Payments products, processes and systems. Work with cross-function teams, build key relationships, and enable the product, process and/or system to continuously deliver value. You will problem solve, create solutions and efficiencies that enable successful implementations in an expedient and organized way. The projects you will be engaged in, are strategically important to the Payments organization and may be across Product, Sales, Onboarding Read Less
  • Client Success Manager  

    - Mecklenburg County
    As a Client Success Regional Manager, you will have the opportunity to... Read More
    As a Client Success Regional Manager, you will have the opportunity to lead a dynamic team, drive innovation, and transform the client experience. This role is your chance to shape the future of commercial banking and be the reason our clients choose to stay with us. Embrace the challenge and be part of a diverse and inclusive team that values growth and community impact. Your journey to success starts here! As a Client Success Regional Manager within the Commercial Bank, you will lead a team of Client Service Managers dedicated to providing best-in-class service to our clients. You will play a crucial role in managing relationships, driving change, and enhancing the client experience. We value a culture of trust, transparency, and integrity, and we are committed to your professional growth and development. Join us in making a positive impact on our clients and the wider community. **Job Responsibilities** + Anticipate and manage work volumes, adhering to established policies and deadlines + Collaborate with stakeholders to effectively resolve client issues / escalations + Analyze and interpret client data to identify trends and develop department strategy + Drive change initiatives, business strategy and technology enhancements programs + Manage in dynamic, high-pressure environments and contribute to business resiliency planning + Attract, develop and retain top talent. Coach and engage - to drive performance + Evaluate team and individual performance to achieve business objectives. Nurture diverse and inclusive work culture + Build and maintain a culture of trust, transparency and integrity + Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success + Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape + Ensures teams proactively consult with clients using regular client relationship reviews, educating them on self-service tools and influencing adoption **Required Qualifications, Skills and Capabilities** + Comprehensive knowledge of Treasury Services and/or Custom Card products + Data Analytics & Change Management experience - including presenting finding + Ability to influence others without direct supervision + Ability to provide quantifiable management reporting & present findings + Project Management & Execution + Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills + Strategic thinking with the ability to adapt to change + Demonstrated team building skills and ability to work in a team environment + 6+ years of client facing work experience + Delivering Coaching and Feedback/People Management + Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc. **Preferred Qualifications, skills and capabilities** + Previous Team Management Experience + Bachelor of Science or Business Administration Degree and/or 6+ years equivalent work experience + Google G suites / Microsoft Office adept **Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.** + Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more + Help the community through expansive volunteer opportunities + Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship. JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $104,500.00 - $165,000.00 / year; Irvine,CA $104,500.00 - $165,000.00 / year Read Less
  • Credit Risk Associate As a Credit Risk Associate in the Diversified In... Read More
    Credit Risk Associate As a Credit Risk Associate in the Diversified Industries team, you will play a part in leading the credit origination and portfolio management of non-investment grade / leveraged companies covered by the Diversified Industries team. You will lead the structuring and underwriting of new lending activities, analyze and approve other credit requests, facilitate regulatory monitoring, and perform on-going portfolio monitoring. In each capacity, the Credit team works in partnership with Investment Banking Coverage, Global Corporate Banking, Debt Capital Markets, and many other product partners to meet the needs of clients. You will develop a broad and deep understanding of the business, financial, competitive, and industry risks faced by clients in the assigned portfolio. You will work closely with the team's Credit Executive, Credit Officers and Analysts/Associates on the team. This candidate will also be expected to play an important role in mentoring and developing team Analysts to enhance the performance of the broader team. Job Responsibilities Identify the key risk factors associated with clients, transactions, and industry sub-sectors across an assigned portfolio, and develop and articulate a dynamic, forward-looking risk assessment of client companies, transactions, competitive threats, industry and other factors Lead and/or participate in client due diligence by way of attending client, bank, and other meetings to develop a better understanding of client companies, management teams, and industry sectors, and using financial models to incorporate the impact of forward-looking risk assessment on key value drivers, ultimately developing and recommending appropriate credit structures relative to risk assessment Apply corporate finance and accounting expertise to develop appropriate financing structures, and prepare and review credit approval materials, ensuring all credit risk policies are followed Review and negotiate legal documentation to ensure terms are appropriate and consistent with credit approval Ensure risk ratings are accurate and reflect a current forward-looking view of the client, while providing early identification and proactive management of deteriorating credits and other problem situations Prepare and present quarterly financial snapshot of the Diversified Industries portfolio, as well as annual portfolio review materials to senior management Assist in training and developing analysts, and work closely with analysts and our middle office and data teams to ensure accuracy of credit system data Required Qualifications, Skills and Capabilities Bachelor's degree 2+ years of commercial/investment banking lending experience including extensive credit, structuring and marketing Possesses a solid understanding of financial products, corporate finance, financial modeling and market dynamics Advanced knowledge of financial statements and accounting Experience with documentation related to credit agreements Knowledge/experience of derivative products and documentation (including ISDA and CSA) Preferred Qualifications, Skills and Capabilities Excellent communication skills, both verbal and written Ability to effectively present analysis and interact with key stakeholders Capability to perform due diligence and negotiation with clients Ability to perform well under pressure in a demanding environment managing multiple tasks at the same time About Us JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase Read Less
  • Embark on a rewarding journey as a Client Onboarding Associate at JP M... Read More
    Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment. As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes. **Job Responsibilities** + Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform. + Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies. + Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients. + Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience. + Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy. **Required qualifications, capabilities and skills** + 3+ years of experience in managing and executing strategic initiatives in a professional field. + Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms. + Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting. + Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques. + Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business. **Preferred qualifications, capabilities and skills** + Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders. + Oversee project management activities to ensure timely and successful client onboarding. + Maintain anti-fraud awareness to safeguard the onboarding process against potential threats. + Foster digital literacy within the team to leverage technology in the onboarding process. + Implement cybersecurity measures to protect client data during the onboarding process. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (10%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship. This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for the position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Irvine,CA $75,050.00 - $107,000.00 / year Read Less
  • Treasury Management Officer in Commercial Banking Are you customer foc... Read More
    Treasury Management Officer in Commercial Banking Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills 6+ years of cash management, sales and relationship management experience Success developing new business with focus on prospecting utilizing strong selling and negotiation skills Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy Excellent verbal and written communication skills Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization Strong time management, organizational and planning skills Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills Bachelor's degree Certified Treasury Professional designation Strong creative solution and problem-solving abilities About Us JPMorgan Chase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase Read Less
  • 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 Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. 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 generate new client acquisition. You will be part of a local 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 clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect 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 approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Read Less
  • 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 Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. 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 generate new client acquisition. You will be part of a local 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 clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect 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 approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Read Less
  • 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 Wealth Strategist you will be responsible for delivering the firm's wealth planning resources to clients and prospective clients, helping them identify, prioritize and achieve their long-term goals. In addition, you will be an internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the Private Bank offers. **Job Responsibilities** + Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding + Work with advisors to develop business opportunities with new and existing clients + Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making + Present in an easily digestible, conversational manner + Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies + Train, coach and develop advisors to independently lead effective Wealth Strategy, Technology driven client engagements **Required Qualifications, Skills and Capabilities** + Nine or more years of experience in financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies + Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues + Strong financial planning knowledge in regards to cash flows, decision making, and goals-based planning and process driven engagements + Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys) + Willingness to travel regularly throughout J.P. Morgan Private Bank's East Region **Preferred Qualifications, Skills and Capabilities** + Strong presentation skills in one-on-one and group meetings + Ability to coach colleagues, client advisors and clients + Ability to comfortably use analytics to provide guidance to clients in a compelling manner + Ability & experience in understanding clients' financial situations and personal circumstances + Strong ability to liaise with local and U.S. leadership JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Boston,MA $170,000.00 - $285,000.00 / year; Summit,NJ $170,000.00 - $285,000.00 / year; Washington,DC $170,000.00 - $285,000.00 / year; Greenwich,CT $170,000.00 - $285,000.00 / year Read Less

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Astrid-Lindgren-Weg 12 38229 Salzgitter Germany