JP Morgan Chase Wealth Management

Hey guys!! I got an interview for Chase Private Client, and I'm trying to understand the institutional structure a bit more. Is that their ONLY wealth management group? Like if I wanted to focus on (U)HNWI and not the institutional Asset Management side is this where I would start?

Because there's a separate website for JP Morgan Chase Wealth Management and there seems to be different client minimums. So I tried calling to find out more, but I just kept getting transferred to Private Client.

Please let me know! So pumped if this is what I've been waiting for!

 
Best Response

3 year program. After the program, the top analysts will get the chance to interview for associate roles.

It's not a strict rotation per se. Rather, you learn about the different teams -- banking (i.e. credit), investments and trust.

In regards to exit opps, it depends on what you wanna do. If you wanna be a BB IB associate, it's gonna be a long shot. Boutique IB -- maybe. Investment associate/advisor as just about any where you want -- yes, you're looking good.

Keep in mind there are a lot of offices across the country. The NYC and Chicago offices are going to have a very different culture than the regional offices (think Arizona, Ohio, Indy, etc).

 

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