U.S. Private Bank - Fund Banker - Executive Director

Job Responsibilities

• Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Advises clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Generate client referrals and acquire new assets from existing client base
• Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Fund Banking Group and refer opportunities to Fund Bankers in local coverage markets
• Partner across the J.P. Morgan Chase & Co. ecosystem to connect clients to the correct partners to meet long term needs
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor's Degree required
• Series 7, 66 unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong teamwork and ability to work in fast paced environment
• Experience or demonstrated understanding of Investments, Credit and Banking concepts
• Focused on the client experience and works tirelessly on the client's behalf

Preferred Qualifications, Capabilities, Skills

• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience or in-depth knowledge of the Equity and Fixed income markets and Alternative Investments, including Hedge Funds, Private Equity, Venture Capital and Real Estate