JPMorgan Chase
U.S. Private Bank - Private Banker - Associate
Miami, FL · Full-time · Posted Aug 17, 2026
- Experience
- Sales/origination experience required; no years specified.
- Education
- Bachelor’s Degree required.
About the job
Supports a Senior Banker with client management, acquisition and retention, and delivery of investment, banking, trust, and financial-planning solutions in the U.S. Private Bank.
What you'll do
- Support daily client priorities, sales processes, and ongoing client management, including preparing pitch books, coordinating information, communicating with clients, and executing client needs.
- Assist with client hierarchy and pipeline management.
- Support the sale of investment, banking, and trust services and identify wealth-planning opportunities.
What they ask for
- Bachelor’s Degree.
- Series 7 & 66 licenses, or obtain them within 90 days of start date; unlicensed candidates may be considered.
- Sales/origination experience.
- Coachable professional with good business acumen.
Nice to have
- MBA, JD, CFA, or CFP.
- Excellent communication, strong analytical and quantitative skills, and ability to manage multiple priorities.
Tools
Planning Station modules, WA models, MAPS/CHART
Model-written summary · the original posting is authoritative