Wealth Strategy Director for HNW/UHNW Clients

J.P. Morgan; New York (NY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

Job summary

JPMorgan Chase & Co. Wealth Management seeks a Wealth Client Specialist in New York to address the sophisticated wealth needs of high net worth and ultra high net worth individuals and institutions.

You will market JPMorgan Chase wealth management services, source new business, and collaborate with a team to provide high-level advice and counsel. In partnership with wealth advisors and private client bankers, you will uncover opportunities with existing and prospective clients, focusing on

Qualifications

• 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.

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

Skills

Series 7, 63, 65 licenses

Insurance licensed

Wealth management sales

High net worth client knowledge

Communication & presentation

Education

Bachelor's degree or higher

Tools

CRM systems

Job description

JPMorgan Chase & Co. Wealth Management seeks a Wealth Client Specialist in New York to address the sophisticated wealth needs of high net worth and ultra high net worth individuals and institutions.

You will market JPMorgan Chase wealth management services, source new business, and collaborate with a team to provide high-level advice and counsel. In partnership with wealth advisors and private client bankers, you will uncover opportunities with existing and prospective clients, focusing on