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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - Banking
Litigation - Whistleblower - CFTC
Min 7 yrs required
Banker Duties: Accountable for identifying and developing client relationships within the high net worth market. Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverages the specialists on their team in order to provide interdisciplinary expertise for our most complex clients. Responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Responsible for engaging in aggressive business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver significant results. Act as relationship manager for specific portfolio of clients and ensure every client has a positive experience. Perform role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan. Exceed the expectations of J.P. Morgan clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer, etc.). Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
Qualification and Experience
Qualifications: Bachelor's degree required, MBA, JD, CFP, CFTA, CIMA or CFA strongly preferred. 7+ years’ experience in private banking/wealth management developing business with ultra high net worth and/or high net worth individuals and families. Thorough knowledge of specific geographic market. Established network of COIs (centers of influence) and sources for referrals. Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date. Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities. Measurable track record of successfully selling to ultra high net worth and/or high net worth clients. Analytical ability in order to relate specific client asset situations to individual products. Interactive skills in order to understand client needs and take action with the appropriate solutions. Strong client relationship management and sales skills. Continuous prospecting skills applied to COIs (centers of influence), associations, and community activities. Experience profiling and formulating strategies for potential clients. Demonstrated ability to close deals. Impeccable interpersonal and organizational skills. Strong leadership and management skills along with high level of self motivation. Ability to work in a team based environment and assist in the development and retention of junior team members.
Ref-140109166
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