U.S. Private Bank - Associate- National Client Team

Location: San Francisco, CA, United States

Job Family: Client Advisory

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of delivering innovative solutions to our clients. The U.S. Private Bank - Associate position on the National Client Team offers an exciting opportunity to join a dynamic group dedicated to providing premier, holistic financial advisement to high net worth individuals and families. Based in our San Francisco office, you will play a key role in crafting tailored wealth management strategies that encompass investments, lending, philanthropy, and legacy planning, all while upholding the firm's commitment to integrity and client-centric service in the competitive financial services industry. As an Associate, you will work closely with seasoned advisors to support the end-to-end client experience, from initial needs assessment to ongoing portfolio optimization. This role demands a blend of technical expertise and interpersonal finesse, enabling you to navigate complex financial landscapes and foster long-term trust with clients who rely on JP Morgan Chase for their most important financial decisions. You will leverage the firm's vast resources, including access to global market insights and proprietary tools, to deliver actionable advice that drives client success and portfolio growth. Joining the National Client Team means becoming part of a collaborative culture that values innovation, diversity, and professional growth. In San Francisco's vibrant financial hub, you will contribute to serving a diverse clientele while advancing your career through mentorship, training, and exposure to high-impact projects. If you are passionate about wealth management and eager to make a meaningful difference, this position at JP Morgan Chase offers unparalleled opportunities to excel in the private banking sector.

Key Responsibilities

• Provide holistic financial advice to high net worth clients, including investment strategy, estate planning, and tax optimization
• Collaborate with the National Client Team to develop and execute personalized wealth management plans
• Conduct regular portfolio reviews and performance analysis to ensure alignment with client goals
• Build and maintain strong relationships with clients through proactive communication and exceptional service
• Identify opportunities for cross-selling JP Morgan Chase products such as lending solutions and alternative investments
• Assist in preparing client reports, market updates, and educational seminars on financial topics
• Ensure compliance with regulatory requirements and internal policies in all client interactions
• Support senior advisors in complex deal structuring and risk assessment
• Monitor market trends and economic indicators to advise on timely investment decisions
• Contribute to team initiatives aimed at enhancing client satisfaction and retention

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Series 7 and Series 66 licenses (or equivalent) required
• Strong understanding of investment products, portfolio management, and financial planning
• Proven track record of managing client relationships with high net worth individuals
• Excellent analytical skills with proficiency in financial modeling and data analysis
• Ability to work collaboratively in a team environment while maintaining client confidentiality

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) from an accredited institution
• Experience working with ultra-high net worth clients in a private banking setting
• Familiarity with JP Morgan Chase's proprietary wealth management platforms and tools
• CFA (Chartered Financial Analyst) designation or progress toward completion
• Bilingual proficiency, particularly in Mandarin or Cantonese, for serving diverse client bases in San Francisco

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Analytical thinking and problem-solving
• Regulatory compliance knowledge (SEC, FINRA)
• Proficiency in Microsoft Office Suite and financial software (e.g., Bloomberg, FactSet)
• Risk assessment and mitigation
• Time management and prioritization
• Team collaboration and leadership
• Attention to detail in financial reporting
• Adaptability to market changes
• Ethical decision-making
• Data interpretation and visualization
• Negotiation and advisory skills

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development programs, including tuition reimbursement and access to JP Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible positions in San Francisco

JP Morgan Chase is an equal opportunity employer.