Qualifications JPMorgan Private Wealth ManagementWealth Manager Associate JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.2 trillion and operations in more than 60 countries. Asset Management provides investment and wealth management services to institutional, high net worth and retail investors and their advisors. For wealthy individuals and families, J.P. Morgan offers personalized financial solutions that integrate investment management, capital markets, trust and banking.
Private Wealth Management is J.P.Morgan's comprehensive wealth management solution for high net worth clients. Combining the deep capabilities of a leading global financial institution with the intimacy of a boutique firm, Private Wealth Management has 86 offices across the United States. Our model is designed to preserve and grow our clients' wealth through a disciplined investments approach, estate planning and tailored banking and credit solutions.
Primary Function:Provide support to Wealth Managers in all facets. The Wealth Manager is the face of JPMorgan's Private Wealth Management business. The Wealth Manager Associate assists Wealth Managers in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. The Wealth Manager Associate's primary responsibility is enhancement of the client experience and assisting our resources to deliver a complete Wealth Management solutionThis role provides leverage to the Wealth Manager on daily client prioritiesAbility to support Wealth Managers during the sales process and ongoing client management. Includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needsSupports Wealth Manager on client hierarchy and pipeline managementDevelops understanding and assists Wealth Manager 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 opportunitiesMay accompany Wealth Manager on client calls
