J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist
On-site · New York City, New York, United States
Job Summary
Executive Director, Wealth Client Specialist responsible for generating and deepening wealth relationships with high net worth and ultra-high net worth clients. Focuses on holistic wealth needs, collaborates with bankers and wealth advisors to provide high-level counsel, markets and sells JPMorgan Chase wealth management services, and leads new business development from bank-referred opportunities, existing clients, and self-sourced efforts. Delivers initial wealth management counsel tailored to each client’s situation and coordinates the right team to serve client wealth needs, while staying informed on trends in wealth management and the broader advisory landscape.
Required Qualifications
- College graduate with 7+ years of industry experience
- Series 7 and 63 licenses
- Proven ability to market and sell wealth management products to high net worth clients
- Knowledge of investing, trusts and estates, financial planning, insurance, alternative investments, family wealth, tax considerations
- Strong communication and presentation skills
- Integrity and professional character
- MBA or equivalent advanced degree preferred
- CFP or CFA designation preferred
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