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Years of Experience
Date Last Verified
Wealth Management - Private Bank - Banker - Vice President or Executive Director The candidate as a Banker with J.P. Morgan Private Bank, will be accountable for identifying and developing client relationships within the high net worth or ultra high net worth market. As the brand ambassador, the Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also leverages the specialists on their team in order to provide interdisciplinary expertise for our most complex clients. This role is primarily 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 Private 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 teamâ€™s ongoing communication with the client and orchestrating the execution of the client plan. Exceed the expectations of 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. Demonstrated understanding of investments, banking and trust concepts including 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 high net worth and/or ultra high net worth clients. Analytical ability in order to relate specific client asset situations to individual products.
Qualification and Experience
A Bachelors degree required, MBA, J.D., CFP, CFTA, CIMA or CFA strongly preferred. Established network of COIs (centers of influence) and sources for referrals is required. 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 is needed. Experience profiling and formulating strategies for potential clients is required. Must have interactive skills in order to understand client needs and take action with the appropriate solutions. Should have strong client relationship management and sales skills. Must have continuous prospecting skills applied to COIs (centers of influence), associations, and community activities. Should have impeccable interpersonal and organizational skills. Must have strong leadership and management skills along with high level of self motivation. Should have thorough knowledge of specific geographic market.
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