Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition  Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co.  Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures

 

Required Qualifications, Capabilities, and Skills

 

Six plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen  Strong community presence with an established network  Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts  Focuses on the client experience and works tirelessly on the client’s behalf

 

Preferred Qualifications, Capabilities, and Skills

 

MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems  Dynamic and credible professional who communicates with clarity and has exceptional presentation skills  Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate