Strategic Wealth Director — Client Relationships

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. Wealth Management is seeking a Client Specialist to drive new wealth relationships and deepen existing ones by addressing clients’ wealth needs. You will collaborate with bankers and Wealth Advisors, market JPMorgan Chase wealth services, and deliver initial counsel tailored to each client’s situation.

You will generate opportunities from bank referrals, existing clients, and self-sourced business development, while not directly managing investments long-term.

Qualifications

• College graduate with 7+ years of industry experience and licenses Series 7 and 66.
• Proven ability to market and sell wealth management products and services to high net worth and ultra-high net worth clients.
• Knowledge of investing, trusts and estates, financial planning, insurance, and related areas.
• Strong communication, integrity and autonomous work style.

Responsibilities

• Collaborate with bankers to identify and prioritize opportunities for new wealth relationships.
• Engage with Wealth Advisors on deepening existing wealth relationships.
• Establish credibility 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-referred opportunities, existing wealth clients, and self-sourced business development.
• Stay updated on trends and strategies in wealth management.

Skills

Series 7

Series 66

Wealth management sales

Client relationships

Communication

Integrity

Education

Bachelor's degree

MBA (preferred)

Tools

CFP

CFA

Job description

JPMorgan Chase & Co. Wealth Management is seeking a Client Specialist to drive new wealth relationships and deepen existing ones by addressing clients’ wealth needs. You will collaborate with bankers and Wealth Advisors, market JPMorgan Chase wealth services, and deliver initial counsel tailored to each client’s situation.

You will generate opportunities from bank referrals, existing clients, and self-sourced business development, while not directly managing investments long-term.