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Job Category: Relationship Management/Sales
J.P. Morgan Chase & Co. is a leading global financial services firmwith assets of more than $2.7 trillion, over 240,000 employees and operationsin over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Bankingand Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader ininvestment and wealth management. Its clients include institutions,high-net-worth individuals and retail investors in every major marketthroughout the world. The division offers investment management across allmajor asset classes including equities, fixed income, alternatives, multi-assetand money market funds. For individual investors, the business also providesretirement products and services, brokerage and banking services includingtrusts and estates, loans, mortgages and deposits.
J.P. MorganPrivate Bank advises theworlds wealthiest families and helps them achieve their desired goals. Ourteams of Advisors deliver advice, solutions and services across investments,wealth planning, credit and banking to help clients build, preserve and managetheir wealth over time.
The U.S. Private Bank advises families across the U.S. through 45offices and represents one of the largest growth opportunities for J.P. MorganChase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney asthe #1 Private Bank Overall in North America.Our Team
The Banker is the face of J.P. Morgans Private Bank and leads newclient acquisition and retention through a broad knowledge of investments,banking, trust services and financial planning. This role is primarilyresponsible for the client experience and engaging our resources to deliver acomplete wealth management solution.
Sell andimplement investment, banking and trust/estate products to core clients
Leverage andcoordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor andWealth Advisor) to provide interdisciplinary expertise for our most complexclients
Manage eachaccount to ensure that the client has a completed profile, is introduced to theappropriate product specialists and that accounts are properly maintained andserviced
Build trustwith clients and effectively manage relationships
Ensure thatthe proposed products and services maximize the clients' needs, goals andobjectives
Provideguidance to junior staff
Seven plus years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families
Bachelors Degree required; MBA, JD, CFA, or CFP preferred
Series 7& 63 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Connections within Private Banking core client space and professional centers of influence
Coachable professional with good business sense and an energetic/dynamic personality
Strong relationship management and team building skills; views team concept as critical to model
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JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.
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