Ad Details
Location:
Description
title: this role is primarily responsible for the client expeirence and
engaging our resources to deliver a complete welath manaegment solution.banker - private wealth manaegment - minneapolis, mn
location: mn-minneapolis
jpmorgan - private wealth management
banker job description:
jpmorgan chase & co. for wealthy indivdiuals and famliies, jpmorgan offers personalized financial solutions
that integrate investment management, capital markets, trust and banking.the banker leads
new client acquisition and retention through a broad knowledge of investments, banking, trust
services and financial planning.
private wealth management is jpmorgan's comprehensive wealth management solution for high
net wotrh clients.
primary function:
the banker is the face of jpmorgan's private wealth management business. jd or cfa preferred
jpmorgan chase offers an exceptional benefits program and a highly competitive compensation package, managed portfolios, portfolio reviews, goals and
objectives
· provide guidance to junior staff
· proven sales success including: prospecting,
team selling approach, banking and trust concepts
including, but not limited to: asset allocation on structured portfolios, basic trust and estate
products and identification of wealth planning opportunities
· connections within private wealth management core client space and professional centers of
influence
· coachable professional with good "business sense" and an energetic/dynmaic persoanlity
· storng relatoinship management and team buidling sklils; viwes team conecpt as criitcal to
mdoel
postiion requierments:
· seevn plus yeras experience in wealth management worikng with high net worth individuals
and families or reltaed fileds within financial services
· licenses 7, banking and trust/estate products to
core clients
· leverage and coordinate specialists (investor, capital advisor, trust and estate advisor and
wealth advisor) to provide interdisciplinary expertise for our most complex clients
· manage each account to ensure that the client has a completed profile,
· responsible for sale and implementation of investment,
brokerage accounts, is introduced to the
appropriate product specialists and that accounts are properly maintained and serviced
· build trust with clients and effectively manage relationships
· ensure that the proposed products and services maximize the clients' needs, profiling, overcoming objections, deposit and loan solutions, negotiation, closing the sale and asking for referrals
· experience or demonstrated understanding of investments, 63 required for position
· bachelors degree required; mba.combining the deep capabilities of a leading global financial institution with the
intimacy of a boutique firm, private wealth management has 86 offices across the united states.asset management provides investment
and wealth management services to institutional, high net worth and retail investors and their
advisors.
jpmorgan chase is an equal opportunity and affirmative action employer, m/f/d/v.
our model is designed to preserve and grow our clients' wealth through a disciplined investments
approach, estate planning and tailored banking and credit solutions.(nyse: jpm) is a leading global financial services firm with assets of
$2.2 trillion and operations in more than 60 countries.
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