Private Banking Los Angeles, CA. Help ultra-high net worth families & individuals identify & implement financial solutions to meet their goals including assisting w/ banking needs, trust & estate planning & credit & investment needs. 3% domestic travel required.

DESCRIPTION:

Duties: Help ultra-high net worth families and individuals identify and implement the financial solutions to meet their goals, including assisting with banking needs, trust and estate planning, and credit and investment needs. Provide overview of investment products and solutions to clients. Address new credit requests. Onboard clients. Participate in client reviews and meetings. Participate in prospect meetings and correspondence. Help grow the firm’s vertical focus on female-owned businesses. Conduct research on future liquidity events.

QUALIFICATIONS:

Minimum education and experience required: This position requires a Bachelor’s degree in Finance, Business, Management, Sociology, or related field of study plus two (2) years of experience in the job offered or two (2) years of experience as an Investment or Business Analyst or related occupation. 

EOE, AAE, M/F/D/V. JPMorgan Chase & Co. All rights reserved. www.jpmorganchase.com.