Executive Wealth Director - UHNW Client Specialist

CFA Institute; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Discretionary incentive compensation

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase Wealth Management is seeking a Client Specialist to address the wealth needs of High Net Worth and Ultra High Net Worth clients and institutions. The role focuses on marketing and selling wealth management services, sourcing new business, and collaborating with a team to provide high-level advice and counsel.

You will generate new assets under management via a focused sales process, keep abreast of trends, and coordinate with wealth advisors to deliver holistic wealth planning.

Qualifications

• Series 7, 63, and 65 plus insurance licensed.
• College graduate with 7+ years of industry experience.
• Proven ability to market and sell wealth management to high net worth and ultra-high net worth clients.
• Knowledge of investing, trusts and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas.
• A self-confident, proactive professional with the maturity to work autonomously and with people at all levels.

Responsibilities

• Collaborate with bankers to identify and prioritize opportunities for new wealth relationships.
• Engage with Wealth Advisors on deepening existing wealth relationships.
• Deliver initial wealth management counsel to prospects and clients, recommend customized wealth solutions and the right team to serve their needs.
• Generate new assets under management through a focused sales process.
• Keep abreast of trends and strategies in wealth management.

Skills

Series 7

Series 63

Series 65

Insurance license

Wealth management

Sales experience

High net worth

Education

College graduate

Job description

JPMorgan Chase Wealth Management is seeking a Client Specialist to address the wealth needs of High Net Worth and Ultra High Net Worth clients and institutions. The role focuses on marketing and selling wealth management services, sourcing new business, and collaborating with a team to provide high-level advice and counsel.

You will generate new assets under management via a focused sales process, keep abreast of trends, and coordinate with wealth advisors to deliver holistic wealth planning.