Wealth Growth Director for HNW/UHNW Clients

JPMorganChase; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

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 individuals and institutions. This role provides high level advice and counsel, introduces JPMorgan Chase wealth services, and delivers exceptional service.

As a Wealth Client Specialist within J.P. Morgan Wealth Management, you will market and sell wealth management services, source new business, and collaborate with a team of professionals to offer high

Qualifications

• Series 7, 63, and 65 licenses and insurance license.
• Bachelor's degree or college graduate with 7+ years of industry experience.
• Proven ability to market and sell wealth management products and services to high net worth and ultra-high net worth clients.
• Knowledge base of investing, trusts and estates, financial planning, insurance, alternative investments, family wealth, tax considerations.
• Autonomous, proactive professional capable of working with people at all levels.
• Excellent written and verbal communication and presentation skills.

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 to prospects and clients; recommend customized wealth solutions and the right team
• Generate new assets under management through a focused sales process
• Keep abreast of trends and strategies in wealth management

Skills

Series 7 licenses

63 license

65 license

Insurance licensed

Wealth management sales

Communication skills

Education

College degree

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 individuals and institutions. This role provides high level advice and counsel, introduces JPMorgan Chase wealth services, and delivers exceptional service.

As a Wealth Client Specialist within J.P. Morgan Wealth Management, you will market and sell wealth management services, source new business, and collaborate with a team of professionals to offer high