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Finance - Banking Attorney / Trusts and Estates Attorney in Irvine, CA

JPMorgan Chase & Co, Mar 17,2020 Jan 09,2019 Location Irvine CA
This job is expired...

In-House

Attorney

Finance - Banking

Trusts and Estates

Min 6 yrs required

Profile

Wealth Management - Private Bank- Banker - Vice President The candidate will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Will drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect own clients across all lines of business of firm. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security measure.

Qualification and Experience

The candidate should have a Bachelor’s degree. An MBA, JD degree, CFA, or CFP preferred. Should have 6+ years of work experience. Private Banking or Financial Services industry is preferred. Series 7 and 63 licenses required for position. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts essential. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate needed.

Additional info

Ref: -180105853.

Company info