Senior Wealth Growth Director

Aumni; Chicago (IL); On-site; USD 180,000 - 280,000; Full time

Job summary

JPMorgan Chase Wealth Management seeks a Wealth Client Specialist in Chicago to address the wealth needs of High Net Worth and Ultra High Net Worth clients. You will market and sell wealth management services while collaborating with a team to deliver tailored guidance.

The role emphasizes developing new assets under management through a focused sales process, staying current on market trends, and working autonomously with professionals at all levels.

Qualifications

• Licensed in Series 7, 63, 65 and insurance.
• College graduate with 7+ years of industry experience.
• Proven ability to market and sell wealth management products to high net worth and ultra-high net worth clients.
• Knowledge of investing, trusts & estates, financial planning, insurance, alternative investments, family wealth, tax considerations.
• Autonomous, proactive professional with the maturity to work independently and with people at all levels.
• Excellent written and verbal communication and presentation skills.

Responsibilities

• Collaborate with bankers to identify opportunities for new wealth relationships.
• Engage with Wealth Advisors to deepen existing wealth relationships.
• Deliver initial wealth management counsel and recommend customized solutions and the right team to serve client needs.
• Generate new assets under management through a focused sales process.
• Stay abreast of trends and strategies in wealth management.

Skills

Sales skills

Relationship building

Communication

Autonomous work style

Education

College degree

Advanced degree preferred

CFP designation

CFA designation

Tools

Series 7, 63, 65 licenses

Insurance license

Job description

JPMorgan Chase Wealth Management seeks a Wealth Client Specialist in Chicago to address the wealth needs of High Net Worth and Ultra High Net Worth clients. You will market and sell wealth management services while collaborating with a team to deliver tailored guidance.

The role emphasizes developing new assets under management through a focused sales process, staying current on market trends, and working autonomously with professionals at all levels.