J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist

Testing Site - JPMC; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase is seeking a Client Specialist within Wealth Management in New York to focus on creating new wealth relationships and deepening existing ones. You will collaborate with bankers and wealth advisors to provide high-level counsel, market JPMorgan Chase wealth services, and ensure client wealth needs are met.

You will drive new business through bank referrals, existing clients, and self-sourced efforts, while not directly managing client investments or ongoing relationships.

Qualifications

• College graduate with 7+ years of industry experience and holds the Series 7 and 63 licenses.
• Proven ability to market and sell wealth management products and services to high net worth and ultra-high net worth clients.
• Knowledge base of investing, trusts & estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and related areas.
• Self-confident, proactive professional able to work autonomously with people at all levels.
• Excellent written and verbal communication and presentation skills.
• Unquestionable integrity, credibility and character with high moral behavior.

Responsibilities

• Collaborate with bankers to identify and prioritize opportunities for new wealth relationships.
• Engage with Wealth Advisors on deepening existing wealth relationships.
• Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and clients.
• Deliver initial wealth management counsel to prospects and clients based on their situation.
• Recommend customized wealth solutions and the right team to serve the client’s wealth needs.
• Advance opportunities through a focused sales process.
• Generate new assets under management from bank referrals, existing clients, and self-sourced business development.
• Keep abreast of trends and strategies in wealth management.

Skills

Wealth management sales

Excellent communication

Integrity and ethics

Autonomy

Client relationship building

Education

MBA or equivalent

Job description

The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client.

As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing client’s wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell JPMorgan Chase wealth management services, and ensure the client’s wealth needs are being met.

Your new business generation will come from three primary sources:

• Bank-referred opportunities
• Existing wealth clients
• Your own business development efforts

You will take the lead in uncovering and pursuing wealth management opportunities of existing Bank clients. You will also partner with wealth advisors to help consolidate the assets of existing wealth clients. You are encouraged to generate self-sourced business as well. Client Specialists do not manage client investments or ongoing relationships.

Job Responsibilities

• Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
• Engage with Wealth Advisors on deepening existing wealth relationships
• Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and clients.
• Deliver initial wealth management counsel to prospects and clients based on their specific situation.
• Recommend customized wealth solutions and the right team to serve the client’s wealth needs.
• Effectively advance opportunities presented through a focused sales process.
• Generate new assets under management from Bank-referred opportunities, existing wealth clients, and self-sourced business development efforts
• Keep abreast of trends and strategies in wealth management

Required qualifications, capabilities, and skills

• College graduate with 7+ years of industry experience and holds the series 7 and 63 licenses.
• Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients.
• A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas.
• A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization.
• Excellent communication and presentation skills, both written and verbal.
• A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.

Preferred qualifications, capabilities, and skills

• An advanced degree such as an MBA or equivalent.
• CFP or CFA designation.