Job Details

ID #3433491
State Illinois
City Northbrook
Full-time
Salary USD TBD TBD
Source JPMorgan Chase
Showed 2020-02-20
Date 2020-02-21
Deadline 2020-04-21
Category Et cetera
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Wealth Management - Private Bank - Client Advisor - Northbrook, IL

Illinois, Northbrook 00000 Northbrook USA

Vacancy expired!

J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking.Primary Function:As a Client Advisor with J.P. Morgan Private Bank, you will be accountable for identifying and managing client relationships within the high net worth market. As the brand ambassador, the Client Advisor owns new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. This role is also responsible for deepening and strengthening existing relationships by continuing to present innovative solutions across the balance sheet to help clients achieve their financial goals.

Act as ongoing relationship manager for a specific portfolio of clients and ensure every client has a positive experience

Responsible for engaging in new business development to deliver J.P. Morgan Private Bank services to high net worth prospects and clients

Exceed the expectations of J.P. Morgan Private Bank clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer)

Develop a perspective on specific client situations in order to proactively select and recommend solutions

Conduct investment reviews with high net worth clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products

Develop investment policy statements, advise on asset allocation and manage clients’ investment portfolio

Initiate and close sales of complex investment products

Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities

Extensive experience with and in-depth knowledge of equities, fixed income, structured notes, and alternatives

Measurable track record of successfully selling to high net worth clients

Analytical ability in order to relate specific client asset situations to individual products

Interactive skills in order to understand client needs and take action with the appropriate solutions

Strong client relationship management and sales skills

Experience profiling and formulating strategies for potential clients

Demonstrated ability to close deals

Impeccable interpersonal and organizational skills

Strong leadership and management skills along with high level of self-motivation

Ability to work in a team based environment and assist in the development and retention of junior team members

Requirements:

Seven plus years of experience in Private Banking or Financial Services industry

Bachelors degree required, MBA, CFP or CFA preferred

Prior experience providing complex solutions to high net worth

Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Vacancy expired!

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