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Chase · 2 months ago

J.P. Morgan Wealth Management - Executive Director, Client Specialist

277 Park Ave, New York, NY, 10172, US

Full-time

Onsite

Director/Executive

$170K/yr - $260K/yr

7+ years exp

Chase is a leading financial services firm, and they are seeking an Executive Director, Client Specialist within J.P. Morgan Wealth Management. This role focuses on creating and deepening wealth relationships with high net worth clients, providing tailored wealth management solutions, and collaborating with colleagues to meet client needs.

BankingFinancial Services

Responsibilities

Collaborate with bankers to identify and prioritize opportunities for new wealth relationships

Engage with Wealth Advisors on deepening existing wealth relationships

Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and clients

Deliver initial wealth management counsel to prospects and clients based on their specific situation

Recommend customized wealth solutions and the right team to serve the client’s wealth needs

Effectively advance opportunities presented through a focused sales process

Generate new assets under management from Bank-referred opportunities, existing wealth clients, and self-sourced business development efforts

Keep abreast of trends and strategies in wealth management

Qualification

Wealth management experienceSeries 7 licenseSeries 63 licenseMarketing wealth productsFinancial planning knowledgeCommunication skillsAdvanced degreeCFP designationCFA designation

Required

College graduate with 7+ years of industry experience and holds the series 7 and 63 licenses

Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients

A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas

A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization

Excellent communication and presentation skills, both written and verbal

A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior