Wealth Growth Director - HNW Advisory

JPMorgan Chase & Co.; City of Rochester (NY); Presencial; USD 130.000 - 180.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. Wealth Management seeks a sophisticated Wealth Client Specialist who focuses on high net worth and ultra high net worth individuals and institutions, delivering holistic wealth solutions and high-level counsel.

In partnership with Wealth Advisors, you will source new business, market JPMorgan wealth services, and build deep relationships across the client base, while staying abreast of market trends and strategies.

Formación

• Series 7, 63, and 65 and insurance licensed.
• College graduate with 7+ years of industry experience.
• Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients.
• A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas.
• A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization.
• Excellent written and verbal communication and presentation skills.

Responsabilidades

• 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 to serve their needs.
• Generate new assets under management through a focused sales process.
• Keep abreast of trends and strategies in wealth management.

Conocimientos

Series 7

Series 63

Series 65

Insurance licensed

Educación

College graduate

Advanced degree preferred

CFP or CFA designation a plus

Descripción del empleo

JPMorgan Chase & Co. Wealth Management seeks a sophisticated Wealth Client Specialist who focuses on high net worth and ultra high net worth individuals and institutions, delivering holistic wealth solutions and high-level counsel.

In partnership with Wealth Advisors, you will source new business, market JPMorgan wealth services, and build deep relationships across the client base, while staying abreast of market trends and strategies.