Wealth Strategy Director, UHNW Client Specialist

JPMorgan Chase & Co.; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Client Specialist—a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing ones by holistically addressing clients' needs.

You will collaborate with Wealth Management colleagues to provide high level guidance and to market JPMorgan Chase wealth services. You will lead business development from bank referrals, existing clients, and your own initiatives, partner with wealth advisors, and ensure the client’s

Qualifications

• Proven ability to market and sell wealth management products/services to high net worth clients
• Knowledge of investing, trusts, estates, financial planning, insurance and related areas
• Self-confident, proactive professional with the maturity to work autonomously and with all levels of the organization
• Excellent written and verbal communication and presentation skills
• Professional integrity, credibility and character

Responsibilities

• Collaborate with bankers to identify opportunities for new wealth relationships
• Engage with Wealth Advisors on deepening existing wealth relationships
• Establish credibility as a trusted Client Specialist with bankers, advisors, prospects, and clients
• Deliver initial wealth management counsel to prospects and clients
• Recommend customized wealth solutions and the right team to serve clients
• Advance opportunities through a focused sales process
• Generate new assets under management from bank referrals, existing clients, and self-sourced business development
• Stay abreast of trends and strategies in wealth management

Skills

Series 7 & 66 licenses

Wealth management knowledge

Sales & relationship building

Excellent communication

Integrity & credibility

Education

College degree

MBA preferred

Job description

JPMorgan Chase & Co. in New York seeks a Client Specialist—a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing ones by holistically addressing clients' needs.

You will collaborate with Wealth Management colleagues to provide high level guidance and to market JPMorgan Chase wealth services. You will lead business development from bank referrals, existing clients, and your own initiatives, partner with wealth advisors, and ensure the client’s