Wealth Management - Private Bank - Executive Director - Banker - Fig

Profile

Wealth Management - Private Bank - Executive Director - Banker - FIG

The candidate will sell and implement investment, 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, 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, goals and objectives. Provide guidance to junior staff. Bachelor’s Degree is required; MBA, JD, CFA, or CFP is preferred. Should have 7+ years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families. Experience or demonstrated understanding of investments, banking and trust concepts, 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 is required. Series 7 & 66 licenses is required.

Additional Information

Job Identification: 210356121

Company info

JPMorgan Chase & Co,
383 Madison Avenue
New York
New York
United States 10179
Website : http://www.jpmorganchase.com