Senior Wealth Client Specialist for UHNW Growth

JPMorganChase

New York (NY)

On-site

USD 120,000 - 180,000

Full time

6 days ago

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Job summary

JPMorganChase is seeking a Wealth Client Specialist to address the wealth needs of High Net Worth and Ultra High Net Worth individuals 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.

You will focus on creating new and deepening wealth relationships with target clients, addressing wealth considerations, and ensuring a holistic view of client planning needs.

Qualifications

Series 7, 63, and 65 and insurance licensed.
College graduate with 7+ years of industry experience.
Proven ability to market and sell wealth management products to high net worth clients.
Knowledge in investing, trusts, estates, financial planning and tax considerations.
Autonomous, proactive professional with strong communication and presentation skills.

Responsibilities

Collaborate with bankers to identify opportunities for new wealth relationships.
Engage with Wealth Advisors on deepening existing wealth relationships.
Deliver initial wealth management counsel and recommend customized solutions.
Generate new assets under management through a focused sales process.
Keep abreast of trends and strategies in wealth management.

Skills

Communication

Presentation

Autonomy

Education

College graduate

Advanced degree preferred

Tools

Series 7

Series 63

Series 65

Insurance license

Job description

You will focus on creating new and deepening wealth relationships with target clients, addressing wealth considerations, and ensuring a holistic view of client planning needs.

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