Position Overview
We are actively seeking exceptionally talented professionals who are collaborative, confident and motivated to deliver a first-class client experience within J.P. Morgan’s U.S. Private Bank. If you bring an entrepreneurial mindset and seek ongoing challenges, this is a compelling environment for your career growth. You will join a team of skilled colleagues from other markets, businesses and functions to support your progression. As a National Client Fund Banker, you will advise Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management in partnership with local coverage markets. You will apply your knowledge of Investments, Credit and Banking to advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Fund Bankers manage a large book of clients and operate in a fast-paced setting. You will be part of a national coverage team and backed by an institutional platform with the resources, specialists and intellectual capital to help guide clients toward their goals.
Key Responsibilities
- Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Generate client referrals and acquire new assets from existing client base
- Re-engage with clients through proactive outreach, marketing follow up and CRM data to introduce the Fund Banking Group and refer opportunities to Fund Bankers in local coverage markets
- Partner across the J.P. Morgan Chase & Co. ecosystem to connect clients to the correct partners to meet long term needs
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications and Capabilities
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong teamwork and ability to work in fast paced environment
- Experience or demonstrated understanding of Investments, Credit and Banking concepts
- Focused on the client experience and works tirelessly on the client’s behalf
Preferred Qualifications and Capabilities
- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Experience with and in-depth knowledge of the Equity and Fixed income markets and Alternative Investments, including Hedge Funds, Private Equity, Venture Capital and Real Estate
Compensation and Benefits
We offer a competitive total rewards package including base salary determined by 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.
Equal Opportunity Employer
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.
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.
Location
Boston, MA 02110
