Banker - ED

Profile

Banker - ED

Duties: Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Responsible for the client experience and engaging resources to deliver a complete wealth management solution. Responsible for sale and implementation of 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 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.

Additional Information

Job Identification: 210108553

Company info

JPMorgan Chase & Co,
1 S Clinton Ave,
Rochester
New York
United States 14604
Website : http://www.jpmorganchase.com