Wealth Management Private Bank - Client Advisor Executive Director

J.P. Morgan Chase & Co   •  

Scottsdale, AZ

Industry: Accounting, Finance & Insurance

  •  

5 - 7 years

Posted 33 days ago

This job is no longer available.

As a Client Advisor, you are expected to:

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

  • Drive 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

  • 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

  • Strictly adhere to all risk and control policies, regulatory guidelines and security measure

Qualifications:

  • Energetic and entrepreneurial business builder who thrives and excels in a competitive industry

  • Proactive, takes initiative, and uses critical thinking to solve problems

  • Focuses on the client experience and works tirelessly on the client’s behalf

  • Proven sales success and strong business acumen

  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills

  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

  • Strong community presence with an established network

  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

    Position Requirements:

  • Six plus years of work experience; Private Banking or Financial Services industry preferred

  • Bachelors degree required; MBA, JD, CFA, or CFP preferred

    190025339