Wealth Management - Private Bank - PB Professional - Philadelphia, PA
Posted on: 13 Mar 2021
Philadelphia, PA
Job Description
Role and Responsibilities: As a PB Professional in the Private Bank, you will work with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. We recommend investment, credit and wealth management solutions to our clients; protecting, managing and growing their wealth across generations. Specific responsibilities include:
* Help devise customized financial strategies for existing and prospective clients by conducting market, product, and client analysis
* Prepare pitch books, meeting materials, client reviews
* Collaborate with integrated team members to analyze balance sheets and understand a clients investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Provide call coverage for advisors to support incoming client requests
* Provide trade coverage by executing brokerage trades and setting up trades for discretionary accounts
* Support advisors with risk controls (AML, KYC, & AAR), preparing investment documents, and ensuring overall excellent client experience with our support groups
As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients.
Qualifications: We seek candidates with a unique blend of interpersonal and analytical skills. Private Banking Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include:
* Minimum 3 years industry related experience
* Candidate must hold a Bachelors degree
* Series 7 & 63 registration required
* Experience using Microsoft office programs including excel, power point and Adobe PDF
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations. Excellent interpersonal skills, both written and oral
* Demonstrated aptitude for sales and client relationship management
* Genuine interest in financial markets and macro-level economic trends
* The ability to be a dynamic member of a team
* Strong initiative, energy and confidence completing projects with limited supervision
* Good judgment and discretion working with highly confidential information
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
