Wealth Management - Banker - Vice President / Executive Director

8 - 10 years experience  • 

Salary depends on experience
Posted on 03/05/18
Palm Beach, FL
8 - 10 years experience
Salary depends on experience
Posted on 03/05/18

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

Position Requirements:

  • 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

Req #: 180017384

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