J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist

About the role

The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client.

Responsibilities

• Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
• Engage with Wealth Advisors on deepening existing wealth relationships
• Deliver initial wealth management counsel to prospects and clients, recommending customized wealth solutions and the right team to serve their needs
• Generate new assets under management through a focused sales process
• Keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts

Requirements

• Series 7, 63, and 65 and insurance licensed
• College graduate with 7+ years of industry experience
• Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients
• A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas
• A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization
• Excellent written and verbal communication and presentation skills

Qualifications

• Advanced Degree Preferred
• CFP or CFA designation a plus

Skills

Your new business generation will come from three primary sources: Bank-referred opportunities, Existing wealth clients, Your own business development efforts. In partnership with wealth advisors and private client bankers, you will uncover opportunities with existing and prospective high net worth and ultra-high net worth clients. Your focus will be generating new business. You will not have a “book” of clients or ongoing relationship management responsibilities.

Benefits

Chase offers 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, 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.

Pay

Details about total compensation and benefits will be provided during the hiring process.

Schedule

This role is full-time.