Senior Wealth Client Specialist for UHNW Clients

JPMorganChase; Chicago (IL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry, relevant licenses, and a proven ability to work autonomously with excellent communication skills. The position offers competitive rewards, health care benefits, and a commitment to diversity and inclusion.

Qualifications

• 7+ years of industry experience in wealth management.
• Licenses: Series 7, 63, 65, and insurance licensed.
• Strong understanding of tax considerations and family wealth.

Responsibilities

• Collaborate with bankers for new wealth opportunities.
• Engage with Wealth Advisors to deepen relationships.
• Provide wealth management counsel and solutions.

Skills

Marketing and selling wealth management products

Knowledge of investing and financial planning

Excellent communication skills

Ability to work autonomously

Education

College graduate

Advanced Degree Preferred

Job description

JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry, relevant licenses, and a proven ability to work autonomously with excellent communication skills. The position offers competitive rewards, health care benefits, and a commitment to diversity and inclusion.