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Vice President

Company: JPMorgan Chase & Co.
Location: Milwaukee
Posted on: December 5, 2019

Job Description:

A leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries.--

  • Responsible for engaging in new business development each year (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver J.P. Morgan Private Bank services to high net worth or ultra-high net worth prospects and clients
  • Remain ongoing relationship manager for specific portfolio of clients and ensure every client has a positive experience
  • Perform role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan
  • Exceed the expectations of J.P. Morgan Private Bank clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer, etc.)
  • Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives
  • 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
  • Measurable track record of successfully selling to high net worth and/or ultra-high net worth clients
  • Analytical ability-- in order to relate specific client asset situations to individual products
  • Interactive skills in order to understand client needs and take action with the appropriate solutions
  • Strong client relationship management and sales skills
  • Continuous prospecting skills applied to COIs (centers of influence), associations, and community activities
  • Experience profiling and formulating strategies for potential clients
  • Demonstrated ability to close deals
  • Impeccable interpersonal and organizational skills
  • Strong leadership and management skills along with high level of self-motivation
  • Ability to work in a team based environment and assist in the development and retention of junior team members Seven plus years' experience in private banking/wealth management developing business with high net worth and/or ultra-high net worth individuals and familiesBachelor's degree required, MBA, JD, CFP, CFTA, CIMA or CFA strongly preferredThorough knowledge of-- specific geographic marketEstablished network of COIs (centers of influence) and sources for referralsSeries 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

Keywords: JPMorgan Chase & Co., Milwaukee , Vice President, Executive , Milwaukee, Wisconsin

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