Job Details

Wealth Management - Private Bank - Client Advisor - Vice President or Executive Director

Company name

JPMorgan Chase & Co,

Organization Type


Job Type


Date Last Verified

Dec 06,2019

Valid Through

Mar 20,2020

Posted on

Jan 04,2019

Years of Experience

Min 6 yrs required


La Jolla, CA, United States

Employment Type



Practice Area
Finance >> Finance - Banking
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Wealth Management - Private Bank - Client Advisor - Vice President or Executive Director
The candidate will be responsible for advising families on building, preserving and managing their wealth. 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 Bachelors degree. MBA, JD, CFA, or CFP preferred. 6+ plus years of work experience; Private Banking or Financial Services industry preferred. Energetic and entrepreneurial business builder who thrives and excels in a competitive industry is required. Should have proactive, takes initiative, and uses critical thinking to solve problems. Must have Series 7 & 63 licenses required for position.

Additional info

Ref: 190001132

Company info

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