Job Details

Wealth Management - Client Advisor - Private Bank - Vice President/executive Director

Company name

JPMorgan Chase & Co,

Organization Type

In-House

Job Type

Non-practicing Attorney

Years of Experience

Min 6 yrs required

Location

Baltimore, MD

Date Last Verified

Apr 20,2018

Posted on

Mar 28,2018
Practice Area
Finance >> Finance - Banking
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Wealth Management - Client Advisor - Private Bank - Vice President/executive Director The candidate as a Client Advisor at the J.P. Morgan Private Bank, are responsible for advising families on building, preserving and managing their wealth. Will use knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. Will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. 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. 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 clients across all lines of business of company/ 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. A Bachelors degree required; MBA, JD, CFA, or CFP preferred. Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date. Must have 6+ years of work experience; Private Banking or Financial Services industry preferred. Should have experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate is required.

Additional info

ReF: 180023355

Company info

Hiring Coordinator
JPMorgan Chase & Co,
383 Madison Avenue
New York City, NY 10179