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

Job Responsibilities

• Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
• Engage with Wealth Advisors on deepening existing wealth relationships
• Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and clients
• Deliver initial wealth management counsel to prospects and clients based on their specific situation
• Recommend customized wealth solutions and the right team to serve the client's wealth needs
• Effectively advance opportunities presented through a focused sales process
• Generate new assets under management from Bank-referred opportunities, existing wealth clients, and self-sourced business development efforts
• Keep abreast of trends and strategies in wealth management

Required Qualifications, Capabilities, And Skills

• College graduate with 7+ years of industry experience and holds the Series 7 and 66 (or 63/65) Licenses
• 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 communication and presentation skills, both written and verbal
• A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior

Preferred Qualifications, Capabilities, And Skills

• An advanced degree such as an MBA or equivalent
• CFP or CFA designation

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.