Wealth Client Specialist: Growth for HNW Clients

JPMorganChase; Chicago (IL); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Job summary

JPMorganChase Wealth Management is seeking a Wealth Client Specialist to address the wealth needs of high net worth and ultra high net worth clients. You will market and sell wealth management services, source new business, and collaborate with a team of professionals to provide expert advice and tailored solutions.

You will work autonomously to identify opportunities, engage with Wealth Advisors, and keep abreast of trends in wealth management to deliver holistic planning and exceptional

Qualifications

• Series 7, 63, and 65 licenses and insurance license.
• College graduate with 7+ years of industry experience.
• Proven ability to market and sell wealth management to high net worth clients.
• Knowledge of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations.
• Autonomous and professional with strong communication.

Responsibilities

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

Skills

Series 7 license

Series 63 license

Series 65 license

Insurance license

High net worth experience

Wealth management knowledge

Excellent communication

Education

College graduate

Job description

JPMorganChase Wealth Management is seeking a Wealth Client Specialist to address the wealth needs of high net worth and ultra high net worth clients. You will market and sell wealth management services, source new business, and collaborate with a team of professionals to provide expert advice and tailored solutions.

You will work autonomously to identify opportunities, engage with Wealth Advisors, and keep abreast of trends in wealth management to deliver holistic planning and exceptional