J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist
Core
Sophisticated wealth expert focusing on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions by introducing appropriate JPMorgan Chase wealth services.
Role type
Executive Director, Wealth Client Specialist
Builds
New business and deepened relationships for High Net Worth and Ultra High Net Worth clients
Domain
Wealth Management / Financial Services
Required skills
Series 7, 63, 65 licenses, insurance licensing, new business generation, wealth management solutions, high net worth client acquisition, financial planning, trust and estates, alternative investments, tax considerations
Preferred skills
CFP designation, CFA designation, Advanced Degree
Technologies
N/A
Responsibilities
Collaborate with bankers to identify and prioritize opportunities for new wealth relationships, Engage with Wealth Advisors on deepening existing wealth relationships, Deliver initial wealth management counsel to prospects and clients, Generate new assets under management through a focused sales process, Keep abreast of trends and strategies in wealth management
Seniority
Executive Director, Senior IC