UHNW Wealth Growth Executive | Client Specialist

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 highly experienced Wealth Client Specialist to address the complex wealth needs of High Net Worth and Ultra High Net Worth clients and institutions.

You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will stay informed on trends and strategies and work autonomously to deepen client relationships.

Qualifications

• Series 7, 63, and 65 licenses and insurance license.
• 7+ years of industry experience.
• Proven ability to market and sell wealth management to high net worth clients.
• Knowledge in investing, trusts and estates, financial planning.
• Strong written, verbal, and presentation skills.
• Autonomous, mature professional.

Responsibilities

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

Skills

Wealth management sales

High net worth client service

Communication skills

Financial planning knowledge

Autonomous work style

Education

Bachelor’s degree

Advanced degree preferred

Job description

JPMorgan Chase & Co. Wealth Management is seeking a highly experienced Wealth Client Specialist to address the complex wealth needs of High Net Worth and Ultra High Net Worth clients and institutions.

You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will stay informed on trends and strategies and work autonomously to deepen client relationships.