J.P. Morgan Chase & Co. at https://careers.jpmorgan.com/careers/why-us is a leading global financial services firm
with assets of more than $2.7 trillion, over 240,000 employees and operations
in over 60 countries. It operates across four business segments including Asset
& Wealth Management, Corporate and Investment Banking, Commercial Banking
and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in
investment and wealth management. Its clients include institutions,
high-net-worth individuals and retail investors in every major market
throughout the world. The division offers investment management across all
major asset classes including equities, fixed income, alternatives, multi-asset
and money market funds. For individual investors, the business also provides
retirement products and services, brokerage and banking services including
trusts and estates, loans, mortgages and deposits.
Private Bank at https://am.jpmorgan.com/private-bank/public/gl/en/home advises the
world's wealthiest families and helps them achieve their desired goals. Our
teams of Advisors deliver advice, solutions and services across investments,
wealth planning, credit and banking to help clients build, preserve and manage
their wealth over time.
The U.S. Private Bank advises families across the U.S. through 45
offices and represents one of the largest growth opportunities for J.P. Morgan
Chase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney as
the #1 Private Bank Overall in North America.
As a Client Advisor in the Private bank, you are responsible for
advising families on building, preserving and managing their wealth. You will
use your 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. You 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.
The best Client Advisors are self-starters with a proven track
record of success. They are skilled problem solvers who offer specialized
advice to clients. For those with an entrepreneurial spirit, a tenacity to
succeed and a passion for delivering world class service to our clients, this
role is an exciting opportunity to further build your career.
Our culture of performance, transparency and partnership is driven
by objective, transparent goals and active teamwork to foster Advisor
success. We are committed to helping you
grow at all stages of your career.
+ Manage andmaintain relationships with clients by earning trust, thoroughly understandingclient needs, providing targeted advice, developing thoughtful solutions anddelivering an exceptional client experience
+ Drivebusiness results and acquire new assets, both from existing client base and newclient acquisition
+ Adviseclients on their overall balance sheet, including asset allocation, investmentmanagement, wealth planning, credit and banking needs
+ Partner withinternal specialists to provide interdisciplinary expertise to clients whenneeded
+ Connect yourclients across all lines of business of J.P. Morgan Chase & Co.
+ Ensure thatproposed solutions fulfill clients' needs and objectives in the short, mediumand long term through a holistic goals based planning approach
+ Strictlyadhere to all risk and control policies, regulatory guidelines and securitymeasures
+ Six plus years of work experience in Private Banking
+ Bachelors Degree required; MBA, JD, CFA, or CFP preferred
+ Series 7& 63 licenses required for position; unlicensed candidates considered but required to obtain licenses within 120 days of start date
+ Energetic and entrepreneurial business builder who thrives and excels in a competitive industry
+ Proactive, takes initiative, and uses critical thinking to solve problems
+ Focuses on the client experience and works tirelessly on the client's behalf
+ Proven sales success and strong business acumen
+ Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
+ Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
+ Strong community presence with an established network
+ 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
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.