Job Details

Wealth Management Vice President Or Executive Director

Company name

JPMorgan Chase & Co,

Organization Type

In-House

Job Type

Non-practicing Attorney

Date Last Verified

Jan 18,2019

Valid Through

May 03,2019

Posted on

Jan 11,2019

Years of Experience

Min 6 yrs required

Location

Baton Rouge, LA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Corporate >> Corporate - Private Equity
Finance >> Finance - Banking
Real Estate >> Real Estate
Trusts and Estates >> Trusts and Estates
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Wealth Management - Vice President or Executive Director
The candidate will 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 your clients across all lines of business; 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 must have proven sales success and strong business acumen. Dynamic and credible professional who communicates with clarity and has exceptional presentation skills are essential. Must 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 are essential. Must have 6+ years of work experience; Private Banking or Financial Services industry. Bachelors degree required; MBA, JD, CFA, or CFP preferred. Should have Series 7 and 63 licenses required.

Additional info

Ref: 180125594_1

Company info

Hiring Coordinator
JPMorgan Chase & Co,
245 Park Avenue
New York City, NY 10167

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