16 days old

JPMorgan Chase & Co.
New York, NY 10007
  • Job Code

Wealth Management - Private Bank - Global Families Group - Canada Coverage - VP - New York, NY

Job Description

JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.              

The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.

The Global Families Group works exclusively with international individuals and families who have investments, business interests and family circumstances across the United States, APAC, and EMEA. The team offers a full suite of services encompassing multi-asset class investing, customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support to clients.

Primary Function

In this role, you will be accountable for identifying and developing client relationships with ultra-high net worth market in Canada. As the brand ambassador for J.P. Morgan, the Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also leverages the specialists on their team in order to provide interdisciplinary and cross border expertise for our most complex clients. This role is primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Typical clients have a net worth of $25 million and above.

  • Responsible for engaging in aggressive business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver significant results

  • Act as relationship manager for specific portfolio of clients and ensure every client has a positive experience

  • Perform role of chief client strategist by coordinating the team’s ongoing communication with the client and orchestrating the execution of the client plan

  • Exceed the expectations of J.P. Morgan clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer, etc.)

  • Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives

  • Travel to Canada to engage with clients and prospects

  • 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

  • Measurable track record of successfully selling to ultra high net worth and/or high net worth clients

  • Analytical ability  in order to relate specific client asset situations to individual products

  • Interactive skills in order to understand client needs and take action with the appropriate solutions

  • Strong client relationship management and sales skills

  • Continuous prospecting skills applied to COIs (centers of influence), associations, and community activities

  • Experience profiling and formulating strategies for potential clients

  • Demonstrated ability to close deals

  • Impeccable interpersonal and organizational skills

  • Strong leadership and management skills along with high level of self motivation

  • Ability to work in a team based environment and assist in the development and retention of junior team members


  • Seven plus years experience in private banking/wealth management developing business with ultra high net worth and/or high net worth individuals and families in the Canadian market

  • Bachelors degree required, MBA, JD, CFP, CFTA, CIMA or CFA strongly preferred

  • Thorough knowledge of  specific geographic market

  • Established network of COIs (centers of influence) and sources for referrals

  • Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

Req #: 200010964
Location: New York, NY US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 5000 US Dollar (USD)

Keyword: consumer%20banking


Posted: 2020-05-08 Expires: 2020-06-07

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JPMorgan Chase & Co.
New York, NY 10007

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