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Date Last Verified
Years of Experience
ProfileWealth Management, Private Bank, Banker, Vice President or Executive Director The candidate will be accountable for identifying and developing client relationships within the ultra-high net worth or high net worth market. Will be responsible for the client experience and engaging resources to deliver a complete wealth management solution. Typical clients have a net worth of $5 million and above. Responsible for engaging in aggressive business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver significant results. Act as 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 firm 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 objectives.
Qualification and Experience
The candidate should have 7+ years experience in private banking/wealth management developing business with ultra high net worth and/or high net worth individuals and families. Bachelors degree is required, MBA, JD, CFP, CFTA, CIMA or CFA is strongly preferred. Thorough knowledge of specific geographic market is essential. Established network of COIs (centers of influence) and sources for referral is essential. Series 7 and 63 licenses is required for position; however, unlicensed is considered. Obtain licenses within 90 days of start date is essential. Must have understanding of investments, banking and trust concepts including, but not limited 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 ultra high net worth and/or high net worth clients is essential. Interactive skills in order to understand client needs and take action with the appropriate solutions is essential. Strong client relationship management and sales skills is essential. Continuous prospecting skills applied to COIs (centers of influence), associations, and community activities is essential. Experience profiling and formulating strategies for potential clients is essential. Impeccable interpersonal and organizational skill is essential.
JPMorgan Chase & Co,
245 Park Avenue
New York City, NY 10167