Banker

DESCRIPTION

Duties: Prepare investment proposals and organize quarterly review meetings with existing clients to discuss current asset allocations and help them plan their future needs accordingly. Research and set up meetings with prospective clients and their families to discuss the capabilities of Private Bank and how JPMC can assist with their overall wealth and investment portfolio goals. Execute trades on behalf of clients and recommend suitable investment ideas in line with their goals and investment interests and aspirations. Prepare internal business plans and strategies. Responsible for internal processes for account openings of new JPMC clients. Identify and engage new clients. Deliver compelling information about the platform of the Private Bank and how it can add value. Identify client needs and goals, and build a plan around those. Identify relevant solutions and organize those to help clients achieve goals. Deliver cross line of business solutions to help client success. Communicate effectively about financial markets, global economy, applicable tax and trust/estate planning laws, and discuss client-specific situations in those contexts.

QUALIFICATIONS

Minimum education and experience required: Bachelor's degree in Economics, Finance, or related field of study plus 3 years of experience in the job offered or as Banker, Analyst, or related occupation.

Skills Required: Requires 3 years of experience in the following: Private bank or wealth management experience in identifying, attracting, and advising Asian-American clients; Providing financial solutions and advising ultra-high-net-worth Asian- American clients on optimal portfolio allocation, estate planning structure, tax-efficiency, and cash-flow models; Analyzing financial market dynamics, financial reporting, discount rate adjustments and inflation in the U.S. and Asian markets; Asset allocation and portfolio rebalancing for ultra-high-net-worth Asian-American clients, specifically managing cross-border exposures and duplicative exposure for U.S.-nexus clients with international assets; Financial data and market dynamics analysis, and portfolio analysis/rebalancing in the context of macro- and micro-factors; FactSet/Bloomberg; Microsoft Excel; Adobe; and global capital markets, including equities, fixed income, derivatives, and alternative investments.

Job Location: 560 Mission Street, San Francisco, CA 94105

Full-Time. Salary: $170,000 - $170,000 per year.

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

San Francisco,CA $170,000.00 - $170,000.00 / year