Private Bank - Client Advisor - Executive Director

Employer
JPMorgan Chase & Co
Location
Washington, DC
Posted
Jun 12, 2018
Closes
Jun 25, 2018
Function
Executive, Director
Hours
Full Time
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 JP 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 Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date