Asset Management - Private Bank - Banker - Vice President or Executive Director - Philadelphia, PA

JP Morgan Chase - Philadelphia, PA (30+ days ago)3.9


JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

Primary Function:
The Banker is the face of J.P. Morgan’s Private Banking business. The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is primarily responsible for the client experience and engaging our 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 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

Qualifications:
Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: 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
Connections within Private Banking core client space and professional centers of influence
Coachable professional with good “business sense” and an energetic/dynamic personality
Strong relationship management and team building skills; views team concept as critical to model

Seven plus years experience in Private Banking working with High Net and Ultra High Net individuals and families or related fields within financial services
Licenses 7, 63 required for position
Bachelors degree required; MBA, JD or CFA preferred