The Client Specialist is a sophisticated wealth expert that focuses on holistically serving 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, you will market and sell JPMorgan Chase wealth management services every day. Some of your new wealth management business will originate from JPMC banker referrals. You will source other wealth management business by conducting your own business development efforts.
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.
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.