Senior UHNW Private Banking Team Lead

JPMorganChase; New York (NY); Presencial; USD 200.000 - 320.000; Jornada completa

Descripción de la vacante

JPMorganChase is seeking a Global Families Group, EEA Team Lead in the International Private Bank to advise Ultra High Net Worth families on building and preserving wealth. You will leverage investments, wealth planning, credit and banking expertise to advise clients on balance sheets and attract new assets.

In addition to managing your own book, you will develop and retain a local team of Client Advisors, partner with local leadership on market strategy, including hiring and training.

Formación

• Ten plus years of work experience in Private Banking or Financial Services industry.
• Fluent in English and Spanish.
• Five plus years of leadership experience.
• Bachelor's degree required.
• FINRA Series 7, 66, 9, 10 and Insurance licenses required; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.

Responsabilidades

• Manage and build Ultra High Net Worth relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team
• Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level
• Provide ongoing coaching, feedback and development to local Client Advisors
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures

Conocimientos

Private Banking

Leadership

Client relationship management

Fluent English

Fluent Spanish

Educación

Bachelor's degree

Descripción del empleo

JPMorganChase is seeking a Global Families Group, EEA Team Lead in the International Private Bank to advise Ultra High Net Worth families on building and preserving wealth. You will leverage investments, wealth planning, credit and banking expertise to advise clients on balance sheets and attract new assets.

In addition to managing your own book, you will develop and retain a local team of Client Advisors, partner with local leadership on market strategy, including hiring and training.