Executive Director, UHNW Wealth Growth & Advisory

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. Wealth Management seeks a Client Specialist to address the wealth needs of High Net Worth and Ultra High Net Worth clients and institutions.

You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team to provide high level advice and counsel. Your role requires an autonomous, sophisticated wealth expert who will create new and deepen wealth relationships with clients across JPMorgan Wealth Management, addressing

Qualifications

• 7+ years of industry experience in wealth management.
• Proven ability to market and sell wealth management services to high net worth clients.
• Strong knowledge of investing, trusts, estates, financial planning, and taxes.

Responsibilities

• Collaborate with bankers to identify opportunities for new wealth relationships.
• Engage with wealth advisors to deepen existing client relationships.
• Provide initial wealth management counsel and recommend customized solutions.
• Generate new assets under management through a focused sales process.
• Stay current on trends in wealth management.

Skills

Sales excellence

Relationship building

Communication skills

Autonomy

Education

College degree

CFP or CFA designation preferred

Tools

Series 7

Series 63

Series 65

Insurance licensed

Job description

JPMorgan Chase & Co. Wealth Management seeks a Client Specialist to address the wealth needs of High Net Worth and Ultra High Net Worth clients and institutions.

You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team to provide high level advice and counsel. Your role requires an autonomous, sophisticated wealth expert who will create new and deepen wealth relationships with clients across JPMorgan Wealth Management, addressing