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

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

JPMorgan ChasePalm Beach, FL, US
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Client Specialist

The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service.

As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. Your new business generation will come from three primary sources :

  • Bank-referred opportunities
  • Your own business development efforts
  • Existing wealth clients

When working with bankers you will serve as the lead wealth partner. You will help identify the banker's best wealth management prospects, uncover the prospect's financial needs and objectives, and recommend appropriate wealth management solutions.

The team that works with our clients generally consists of :

the banker that manages the overall bank relationship with the client

the Client Specialist, who initially helps determine the appropriate wealth solutions for the client and may serve as an ongoing resource to clients

a Wealth Manager that acts as the day-to-day manager of the client's investment assets

a Financial Planner for certain clients

an Insurance Specialist for certain clients

a Trust Officer in instances where we deliver trust services to the client

Job Responsibilities

  • Collaborate with bankers to identify and prioritize prospects for private wealth management services.
  • Establish credibility and build confidence as a trusted Client Specialist with bankers, prospects, and clients.
  • Deliver initial wealth management counsel to prospects based on their specific situation.
  • Recommend customized wealth solutions and the right team of advisors to manage the client's portfolio and serve their wealth needs.
  • Effectively advance opportunities presented to you through a focused sales process.
  • Generate new assets under management through the bank's existing lending relationships and through self-sourcing new relationships.
  • Keep abreast of trends and strategies in wealth management.
  • Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts.
  • Partner with Chase Wealth Management advisors to understand their existing clients who have significant external assets, strategize on addressing clients' complex needs, and help uncover and consolidate clients' external assets.

    • Required Qualifications, Capabilities, and Skills

  • 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 HNW and UHNW individuals and institutions.
  • A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, 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.

    • Preferred Qualifications, Capabilities, and Skills

  • An advanced degree such as an MBA or equivalent.
  • CFP or CFA designation.
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