2027 Asset & Wealth Management U.S. Private Bank MBA Summer Associate Program

Job Description

2027 Asset & Wealth Management U.S. Private Bank MBA Summer Associate Program

Embark on a transformative journey with J.P. Morgan's U.S. Private Bank Summer Associate Program. This opportunity offers unparalleled career growth and the chance to work with industry leaders in wealth management. Develop your skills in client engagement and business generation while contributing to a team that values innovation and excellence.

As a Summer Associate in the U.S. Private Bank, you will learn about our business while building your own expertise. In this nine-week internship program, you will focus on client engagement and new business generation. The program begins with a five-day orientation that introduces you to the firm and our Private Bank business. It also includes skills development sessions in markets, sales, and client relationship management. You'll gain exposure to every facet of wealth management, including planning, investing, borrowing, and banking. As an ambassador for J.P. Morgan, you would start to build the key skills of client acquisition and retention through a broad set of solutions. Our dedicated program management group will provide guidance and feedback throughout the program to foster your growth and maximize your experience through training classes, our senior speaker series, market discussions and networking opportunities.

We're looking for highly motivated individuals who are energetic and entrepreneurial with a desire to build a business. You should be a self-starter who thrives and excels in a competitive industry. You'll also have good judgment, discretion working with confidential information and integrity. 

Job responsibilities

• Work with our team of advisors and specialists to bring in new clients and to serve existing ones

• Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth

• Learn the fundamentals of the wealth management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra-high net worth client relationships.

• Work in teams to foster client relationships and present strategic solutions that help our clients achieve their financial goals. 

Required qualifications, capabilities and skills

• First-year M.B.A. candidates with 3+ years’ work experience

• Attend college/university in the U.S.

• Expected graduation date of December 2027 through June 2028

• Excellent communication and presentation skills, strong quantitative skills, a passion for investing, exceptional organizational skills, and the ability to multitask

• Exceptional interpersonal, communication, analytical and problem-solving skills

• Genuine interest in financial markets and macro-level economic trends

• Desire to ultimately work with external clients in a relationship building and sales capacity

• Ability to thrive in a fast-paced, collaborative environment

• Highly inquisitive, focused, and pro-active

• Good judgment and discretion when working with confidential information

Hiring Locations

New York Metro 

• Garden City, NY (Long Island) 
• New York, NY (Manhattan) 

East Region 

• Baltimore, MD 
• Boston, MA 
• Cincinnati, OH 
• Cleveland, OH 
• Columbus, OH 
• Greenwich, CT 
• Philadelphia, PA 
• Pittsburgh, PA 
• Summit, NJ 
• Washington D.C. 
• Westchester, NY 

Southeast Region 

• Atlanta, GA 
• Charlotte, NC 
• Fort Lauderdale, FL 
• Miami, FL 
• Palm Beach, FL 

South Region 

• Austin, TX 
• Dallas, TX 
• Fort Worth, TX 
• Houston, TX 
• New Orleans, LA 
• San Antonio, TX 

Midwest Region 

• Birmingham, MI (Detroit Metro) 
• Chicago, IL 
• Chicago Northshore, IL (Winnetka) 
• Indianapolis, IN 
• Milwaukee, WI 
• Minneapolis, MN 
• St. Louis, MO 

West Region 

• Century City, CA (Los Angeles) 
• Las Vegas, NV 
• Orange County, CA (Los Angeles) 
• Pasadena, CA (Los Angeles) 
• Salt Lake City, UT 
• San Diego, CA 
• San Francisco, CA 
• Seattle, WA 
• South Bay, CA (Los Angeles) 
• Walnut Creek, CA (East Bay) 
• West Lake Village, CA (Los Angeles) 

Please note that we will be filling our class on a rolling basis. We strongly encourage you to submit your application as early as possible. 

What we do in the Private Bank 

Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking, and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve, and manage their wealth over time. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. 

Our Private Banking teams 

We're located in more than 120 offices across 11 countries and 25 states. Guided by industry leaders, our teams deliver best-in-class service for our clients around the world. J.P. Morgan was named 2024s “Best Private Bank in the World” and “Best Private Bank in North America” by Global Finance magazine.

Build long-term client relationships 

For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies, and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision. 

See the Asset & Wealth Management CEO Letter  here.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. Using the latest technology and the resources of the entire firm, Wealth Management directly serves clients through the J.P. Morgan Private Bank globally and J.P. Morgan Securities in the US.