UHNW Private Banking Team Lead – Bilingual

JPMorgan Chase & Co.; New York (NY); On-site; USD 250,000 - 450,000; Full time

Job summary

J.P. Morgan Chase & Co. in New York seeks a seasoned Global Families Group EEATeam Lead in International Private Bank to advise Ultra High Net Worth families on wealth management, planning and balance sheet strategies.

You will build and coach a local Client Advisor team, partner with leadership to execute market strategy, and ensure risk-aware, holistic solutions. Responsibilities include managing client relationships, acquiring new assets, and guiding the team with best practices across lines

Qualifications

• Ten plus years of work experience in Private Banking or Financial Services.
• Fluent in English and Spanish.
• Five plus years of experience in a leadership position.
• 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

Responsibilities

• 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

Skills

Bilingual English/Spanish

Leadership experience

Wealth management knowledge

Client advisory

Education

Bachelor’s degree

MBA

JD

CFA

CFP

Job description

J.P. Morgan Chase & Co. in New York seeks a seasoned Global Families Group EEATeam Lead in International Private Bank to advise Ultra High Net Worth families on wealth management, planning and balance sheet strategies.

You will build and coach a local Client Advisor team, partner with leadership to execute market strategy, and ensure risk-aware, holistic solutions. Responsibilities include managing client relationships, acquiring new assets, and guiding the team with best practices across lines