JPMorgan Chase Asset Management - Private Bank - Banker - Vice President or Executive Director - Philadelphia, PA in Philadelphia, Pennsylvania

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.

Primary Function:

The Banker is the face of J.P. Morgan’s Private Banking business. The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

  • Responsible for sale and implementation of investment, banking and trust/estate products to core clients

  • Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients

  • Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced

  • Build trust with clients and effectively manage relationships

  • Ensure that the proposed products and services maximize the clients' needs, goals and objectives

  • Provide guidance to junior staff

Qualifications:

  • Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

  • Experience or demonstrated 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

  • Connections within Private Banking core client space and professional centers of influence

  • Coachable professional with good “business sense” and an energetic/dynamic personality

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

  • Seven plus years experience in Private Banking working with High Net and Ultra High Net individuals and families or related fields within financial services

  • Licenses 7, 63 required for position

  • Bachelors degree required; MBA, JD or CFA preferred

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