Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Act as a business coach to help the team ge... more details
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Market Team Lead at the J.P. Morgan Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
In addition to managing and building your own book of business, you will also be responsible for developing and retaining a local team of Client Advisors. You will partner with local leadership on developing and executing on the strategy of the local market, including hiring and training.
Job Responsibilities
Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team
Participate in developing the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level
Provide ongoing coaching, feedback and development to local Client Advisors
Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills
Ten plus years of work experience; Private Banking or Financial Services industry preferred
Five plus years of experience in a leadership position
Bachelor’s degree required; MBA, JD, CFA, or CFP preferred
FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Preferred Qualifications, Capabilities, Skills
Proven record of being a player-coach within a high performing team model
Proven sales success and strong business acumen
Ability to attract, retain and develop a high performing Client Advisor team
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Job Abstracts is an independent Job Search Engine. Job Abstracts is not an agent or representative and is not endorsed, sponsored or affiliated with any employer. Job Abstracts uses proprietary technology to keep the availability and accuracy of its job listings and their details. All trademarks, service marks, logos, domain names, and job descriptions are the property of their respective holder. Job Abstracts does not have its members apply for a job on the jobabstracts.com website. Additionally, Job Abstracts may provide a list of third-party job listings that may not be affiliated with any employer. Please make sure you understand and agree to the website's Terms & Conditions and Privacy Policies you are applying on as they may differ from ours and are not in our control.
We would like to take a second to Welcome You to Job Abstracts, the nation’s largest Pure Job Board. With over 3.1 million job listings from 15,000+ Companies & Organizations, we help job searchers find careers that match their interests. As an anonymous user, you have probably discovered how easy our system is to use. However, you have just scratched the surface of what we can offer.
We encourage you to Register so you can use our most powerful features: searching with multiple terms, setting up multiple locations, establishing favorite companies, and accessing your search history. If you find a job you like, you can apply directly for it, and then, keep notes on it. We will also keep a lookout for jobs that match your search terms and email you when we find something you may like.
You can register for free and the system is free to use. If you like our system so far, click on Register and unlock the power required by serious job searchers.
Any time you conduct a search, the system shows you job matches, ranked by their Relevance Score (RS).
The score is calculated by a proprietary algorithm that uses Intelligent Machine Learning.
The Relevance Score tells you how well the job opportunity matches your search term or terms.
When not logged in, the system is limited to one search term. Scores for single term matches are usually lower.
When you register, log in, and set up multiple terms prioritized by importance, the jobs found for you will receive a much higher Relevance Score.