This is an exciting opportunity for you to join a dynamic, diverse team within J.P Morgan's Private Banking business. We are actively looking for an exceptionally talented, senior-level Advisor who is collaborative, confident and motivated to provide a first-class experience to the firm's largest private clients with a focus on families with a net worth greater than $1 billion. 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.
Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra-High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.
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About 23 Wall
J.P. Morgan's 23 Wall is a global team that provides strategic coverage to the world's largest families, working across all lines of business. Our goal is to deliver the entirety of J.P. Morgan to families, working with them as institutions in terms of strategic partnerships, financing and access to private deals. The team sits within the Private Bank but has a Line of Business-agnostic mandate. We provide insight and access to the firm's expertise, capital, and deal flow across client balance sheets.
Key responsibilities
- Client coverage responsibilities for billionaire clients and prospects of the Private Bank, targeting Texas, Louisiana, Oklahoma, Arkansas, New Mexico, and Mississippi markets
- Leverage global product and industry partners across the firm and in particular in the Investment Bank and Commercial Bank
- Work closely with the Private Bankers to deepen the Private Bank and firmwide relationship with their clients and prospects
- Originate new Private Banking and Investment Banking relationships based on your existing network
- Supervision of Analysts & Associates on specific projects or tasks
- Training, coaching and mentoring of junior colleagues
Role Qualifications
- 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
- Ten plus years of experience in investment banking, private banking, and/or corporate finance
- Strong personal and professional network in the South region of the U.S. (Texas, Oklahoma, Louisiana, Arkansas)
- Outstanding commercial skills including experience with private clients/entrepreneurs and ability to originate business with the largest, most sophisticated clients
- Strong team player, ability and desire to work in a cross Line of Business capacity
- Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
- Strong management skills enabling you to effectively manage junior bankers in high pressure environments
- Outstanding written and oral communication skills
- A self-starter with energy, drive and a high degree of self-motivation to ensure the continued growth of the business
Having a proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be vital to this role. Possessing a collaborative spirit and the ability to work effectively in a team, as well as valuing the innovation and creativity that diversity of thought brings, is essential.
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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.