JPMorgan Chase Wealth Management - Private Bank - Client Advisor - Vice President - New York in New York, New York

JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

The J.P. Morgan Private Bank, which covers the High Net Worth and Ultra High Net Worth markets, advises clients on all aspects of their balance sheet, including cash and investment management, lending, and trust & estate planning. It was just recognized by Euromoney as the #1 Private Bank Overall in North America in 2016. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.

Primary Function

Bankers are the face of J.P. Morgan's Private Banking business. They drive new client acquisition and client retention by providing advice around investments, cash management, lending, estate planning and financial planning (e.g. retirement planning.) Bankers deliver our best advice, solutions and services by engaging our dedicated specialists and broad capabilities to provide clients a complete wealth management solution.

The Private Bank’s Law Firms Group, which has been serving the needs of attorneys since the 1930s, specializes in providing financial planning and wealth management solutions to Partners at top law firms. Whether it be home financing, building a portfolio of investments, retirement planning or providing advice through milestone life events, Client Advisors at the Law Firm Group work with clients across a broad range of needs; supported by the Private Bank’s robust platform of solutions and subject-matter experts. The keystone of our work is understanding clients’ needs, goals and preferences and building a customized plan for them, aided by our proprietary wealth-projection technology.

Key responsibilities:

  • Build trust and effectively manage relationships with clients by thoroughly understanding their needs, providing advice and delivering appropriate products and services

  • Coordinate with internal specialists (e.g. investments, credit/lending, trust & estate) to provide interdisciplinary expertise to clients

  • Ensure that proposed products and services fulfill clients' needs and objectives in the short, medium and long term

  • Faithfully adhere to all risk and control policies, regulatory guidelines and security measures

  • Drive business results through revenue and asset growth, new client acquisition and growth of existing client relationships

  • Build partnership with peers, specialists, support teams and junior staff

  • Proven sales success including: new client acquisition, building and sourcing referrals from network of intermediaries (e.g. accountants and attorneys), growing existing client relationships

  • Demonstrated understanding of investments, banking and planning concepts including: asset allocation/portfolio construction, equities and fixed income trading, credit/lending, basic trust and estate solutions, retirement planning

  • Coachable professional with business acumen, curiosity and a dynamic personality

  • Strong relationship management and team building skills; views team concept as critical to model

Position Requirements:

  • At least six years of relevant experience in financial services or role involving client management/sales

  • Licenses 7, 63 required for position; will consider unlicensed candidates deemed able to secure licenses within first few months

  • Bachelors degree required; MBA or CFP preferred but not required

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.