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JP Morgan Chase

Runs a consumer bank and an investment bank

Global Private Bank Advisor Program Associate - US Private Bank

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-time$150k - $165k

About the Job

Requirements

  • Candidates must be MBA candidates with at least three years of work experience.
  • Candidates must attend a college or university in the United States.
  • Candidates must have an expected graduation date between December 2026 and June 2027.
  • Candidates need strong quantitative skills and an interest in investing, financial markets, and macroeconomic trends.
  • Candidates need communication, presentation, interpersonal, analytical, and problem-solving skills, as well as organizational skills and the ability to multitask.
  • Candidates must want to work with external clients in relationship-building and sales.
  • Candidates must use good judgment and discretion when handling confidential information.
  • Candidates must be authorized to work in the United States; employment-based immigration sponsorship and assistance with other immigration sponsorship or benefits are not provided.

Responsibilities

  • Work with advisors and specialists to bring in new clients and serve existing clients.
  • Deliver customized, comprehensive solutions to help protect, manage, and grow clients' wealth.
  • Learn the wealth-management business by partnering with a private banking team responsible for identifying and managing high-net-worth and ultra-high-net-worth client relationships.
  • Work in teams to build client relationships and present strategic solutions that help clients achieve their financial goals.
  • Participate in training classes, a senior speaker series, market discussions, and networking opportunities, with guidance and feedback from the program management group.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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