Banker Jobs

DESCRIPTION:
Duties: Advise ultra-high net worth individuals, hedge fund principals, asset managers and financial executives on investing, banking, lending and estate planning. Partner with clients to understand their investment requirements, wealth goals and objectives, and formulating and executing an investment strategy. Analyze client balance sheets to provide specialist investment advice across all asset classes and identify opportunities to expand the relationship. Identify potential Private Bank clients with significant balance sheets and drive new client acquisition efforts through proactive outreach and idea generation. Manage new client and deal pipeline, provide daily status updates for all clients operational matters. Develop customized financial strategies for existing and prospective clients, prepare pitch books and meeting materials, attend and actively participate in client meeting. Experience with and in-depth knowledge of domestic and international macro backdrop, equities, fixed income and alternatives. Utilize knowledge of international cross border rules and regulations when working with complex multi-jurisdictional families. Utilize experience with and in-depth knowledge of domestic and international macro backdrop, equities, fixed income and alternatives. Advise clients who think and invest globally.

QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in International Relations, Finance, Economics, Business, or related field of study plus three (3) years of experience in the job offered or as Banker, Analyst, Account Opening Specialist, or related occupation.
Skills Required: Requires experience in the following: Sales and origination capabilities; Goals-based wealth management process; Providing credit solutions to wealth management clients; Providing banking solutions to wealth management clients; Global equities, fixed income, and Alternatives; Microsoft Office Suite (Word, Excel and Powerpoint); Outlook; Blackberry Mobile Suite; Bloomberg; CRM Software; and Monte Carlo Simulation of expected portfolio returns.
Job Location: 100 West Putnam Avenue, Greenwich, CT 06830.
Salary: $225,000 - $225,000 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
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, discretionary incentive compensation which may be 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/Disability/Veterans

Base Pay/Salary
Greenwich,CT $225,000.00 - $225,000.00 / year