U.S. Private Bank – Private Banker – Associate

Location: Denver, CO, 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 – Private Banker – Associate role in Denver, CO, offers an exciting opportunity to join a dynamic team dedicated to providing premier, holistic financial advisement to high net worth individuals and families. As an Associate, you will play a pivotal role in crafting personalized wealth management strategies that align with clients' unique financial goals, leveraging JP Morgan's unparalleled resources in investment banking, asset management, and lending. This position is ideal for professionals passionate about client advisory in a collaborative, high-performance environment within the vibrant Denver market. In this client-facing role, you will build and nurture enduring relationships with affluent clients, offering expert guidance on everything from portfolio diversification and alternative investments to estate planning and philanthropic initiatives. You will work closely with cross-functional teams across JP Morgan Chase to deliver integrated solutions, ensuring seamless execution of complex financial needs. Responsibilities include conducting in-depth needs assessments, monitoring economic trends to optimize client outcomes, and driving business growth through proactive outreach and exceptional service. Compliance and ethical standards are paramount, as you uphold JP Morgan's commitment to integrity in every interaction. Joining JP Morgan Chase means becoming part of a world-class institution that values innovation, diversity, and professional growth. In Denver, you will contribute to expanding our Private Banking footprint in the Rocky Mountain region, serving a sophisticated clientele drawn to the area's economic vitality and lifestyle. We offer robust support for your career development, including access to industry-leading training and mentorship. If you are a results-oriented advisor with a client-first mindset, this role provides the platform to advance your career while making a meaningful impact on clients' financial legacies.

Key Responsibilities

• Develop and maintain long-term relationships with high net worth clients in the Denver market, providing tailored financial advice
• Conduct comprehensive financial planning, including investment management, retirement strategies, and philanthropy advisory
• Collaborate with JP Morgan Chase specialists in lending, trust services, and alternative investments to deliver holistic solutions
• Identify and pursue new business opportunities through networking and referrals within the local community
• Monitor client portfolios and market trends to recommend adjustments aligned with risk tolerance and goals
• Ensure compliance with regulatory requirements and JP Morgan's internal policies in all client interactions
• Prepare and present customized financial reports and proposals to clients and internal stakeholders
• Mentor junior team members and contribute to the growth of the U.S. Private Bank in the Rocky Mountain region
• Participate in client events and seminars to enhance JP Morgan Chase's brand presence in Denver

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3-5 years of experience in private banking, wealth management, or financial advisory services
• Active Series 7 and Series 66 licenses (or equivalent) required
• Proven track record of managing client relationships with high net worth individuals
• Strong understanding of investment products, estate planning, and tax strategies
• Ability to thrive in a fast-paced, client-focused environment

Preferred Qualifications

• Advanced degree such as MBA or CFP certification
• Experience working with ultra-high net worth clients (>$10M in assets)
• Familiarity with JP Morgan Chase's proprietary wealth management platforms
• Bilingual skills, particularly Spanish, to serve diverse client bases in Denver

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment vehicles (equities, fixed income, alternatives)
• Estate and tax planning expertise
• Regulatory compliance (SEC, FINRA)
• Analytical thinking and problem-solving
• Excellent verbal and written communication
• Sales and business development acumen
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Time management and prioritization
• Team collaboration and leadership
• Risk assessment and mitigation
• Market trend analysis
• Cultural sensitivity for diverse clients
• Negotiation and presentation 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
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Access to JP Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Denver

JP Morgan Chase is an equal opportunity employer.