J.P. Morgan Wealth Management - Family Wealth Services Associate
On-site · New York City, New York, United States
Job Summary
Family Wealth Services Associate supports the Ultra High Net Worth Strategy team by serving as a generalist ambassador for the Family Wealth Services platform, articulating offerings across Family Engagement & Governance, Family Lifestyle, and Outsourced Family Office to advisors, leadership, and clients. Drives business development, supports client education, coordinates with legal, risk, and compliance teams, develops internal client materials and program metrics, and collaborates with cross-functional partners to deliver customized engagements and strategic initiatives for ultra-high-net-worth families.
Required Qualifications
- Bachelor’s degree
- Minimum 2 years of relevant work experience post-graduation
- Superior multi-tasking, organizational, and project management skills
- Detail-oriented, responsive, and proactive in managing client and business needs
- Strong communication, presentation, and relationship-building skills
- Proficiency in Microsoft Office Suite including Word, Excel and PowerPoint (PitchPro)
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