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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - Banking
Litigation - Whistleblower - CFTC
Min 7 yrs required
Asset Management - Private Bank Duties: Accountable for identifying and developing client relationships within the high net worth or ultra high net worth market. As the brand ambassador, 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 generating new clients and managing the ongoing client experience while engaging our resources to deliver a complete wealth management solution. Responsible for engaging in new business development each year (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver Bank services to high net worth or ultra high net worth prospects and clients. Remain ongoing 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 Private Bank 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: Bachelors degree required, MBA, JD, CFP, CFTA, CIMA or CFA strongly preferred. Experience profiling and formulating strategies for potential clients. Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date. 7+ years experience in private banking/wealth management developing business with high net worth and/or ultra high net worth individuals and families. Thorough knowledge of specific geographic market. Established network of COIs (centers of influence) and sources for referrals.
Ref-140102649
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