U.S. Private Bank - Private Banker - Associate

Location: Tampa, FL, 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 our Tampa, FL office is an exciting opportunity to join a dynamic team dedicated to providing premier, holistic financial advisory services to high net worth individuals and families. As an Associate Private Banker, you will play a pivotal role in crafting customized wealth management strategies that align with clients' unique financial goals, leveraging JP Morgan's unparalleled resources in investment banking, asset management, and private lending. This position is ideal for professionals passionate about client advisory in a collaborative, high-performance environment where your expertise can directly impact the success of ultra-high-net-worth clients. In this client-facing role, you will conduct in-depth needs assessments, recommend tailored investment portfolios, and coordinate with multidisciplinary teams to address complex needs such as generational wealth transfer, philanthropy, and alternative investments. You will build enduring relationships by offering proactive advice on market trends, tax-efficient strategies, and risk management, all while ensuring adherence to the highest standards of regulatory compliance and ethical practices upheld by JP Morgan Chase. Based in Tampa, you will engage with a diverse clientele in the vibrant Southeast market, contributing to the growth of our Private Bank through exceptional service and business development initiatives. Joining JP Morgan Chase means becoming part of a world-class institution committed to your professional growth and well-being. We offer robust training programs, access to cutting-edge technology, and a culture that values innovation and inclusion. If you have a proven track record in financial services and a drive to deliver extraordinary outcomes for discerning clients, this role provides the platform to advance your career while making a meaningful difference in wealth preservation and growth.

Key Responsibilities

• Deliver personalized financial advice to high net worth clients, focusing on investment management, lending, and wealth planning
• Develop and maintain long-term relationships with ultra-high-net-worth individuals and families
• Collaborate with JP Morgan Chase specialists in areas like trust services, philanthropy, and alternative investments
• Identify opportunities to deepen client relationships through comprehensive needs assessments
• Monitor portfolio performance and provide regular updates aligned with client goals and risk tolerance
• Ensure compliance with regulatory requirements and JP Morgan's internal policies
• Participate in business development activities, including networking events in the Tampa region
• Leverage JP Morgan's global resources to offer bespoke solutions for complex financial needs
• Conduct client meetings and prepare tailored financial plans using advanced analytics tools

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 (or equivalent) securities licenses, or willingness to obtain within 120 days of hire
• Proven track record of managing client relationships with high net worth individuals
• Strong understanding of investment products, estate planning, and tax strategies
• Excellent communication and interpersonal skills to build trust with ultra-high-net-worth clients
• Ability to thrive in a fast-paced, client-centric environment at a leading global financial institution

Preferred Qualifications

• Advanced degree such as MBA or CFP certification
• Experience working with JP Morgan Chase or similar bulge-bracket firms
• Knowledge of alternative investments and family office services
• Bilingual proficiency, particularly in Spanish for Tampa's diverse client base
• Prior success in cross-selling banking and investment products

Required Skills

• Financial analysis and portfolio management
• Client relationship management
• Investment strategy development
• Regulatory compliance knowledge (SEC, FINRA)
• Tax and estate planning expertise
• Risk assessment and mitigation
• Analytical thinking and problem-solving
• Effective verbal and written communication
• Negotiation and sales acumen
• Team collaboration and leadership
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Emotional intelligence for high-stakes client interactions
• Adaptability to market changes
• Discretion and ethical judgment
• Time management in a deadline-driven environment

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
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and support for work-life balance

JP Morgan Chase is an equal opportunity employer.