11 days old

Wealth Management- Private Bank - Banker - Vice President - Indianapolis, IN

JPMorgan Chase & Co.
Indianapolis, IN 46204
  • Job Code
    190092789

Wealth Management- Private Bank - Banker - Vice President - Indianapolis, IN

Req #: 190092789
Location: Indianapolis, IN, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 5000 US Dollar (USD)
 

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

 

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.


 

The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.


Position Overview:


As a Banker with J.P. Morgan Private Bank, you will be accountable for identifying and developing client relationships within the high net worth or ultra-high net worth market. As the brand ambassador, 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 expertise for our most complex clients. This role is primarily responsible for generating new clients and managing the ongoing client experience while engaging our resources to deliver a complete wealth management solution.

Key Responsibilities:


  • Responsible for engaging in new business development each year (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver J.P. Morgan Private Bank services to high net worth or ultra-high net worth prospects and clients
  • Remain ongoing 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 Private Bank 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


  • 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 high net worth and/or ultra-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 high net worth and/or ultra-high net worth individuals and families
  • Bachelor’s 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
  • J.P Morgan offers an exceptional benefits program and a highly competitive compensation package
  • J.P. Morgan is an Equal Opportunity and Affirmative Action Employer, M/F/D/V
  • Learn more about J.P. Morgan Private Bank & our capabilities in the meantime at:  https://am.jpmorgan.com/private-bank/public/gl/en/home


Keyword: consumer%20banking

Categories

Posted: 2019-12-03 Expires: 2020-01-02

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Wealth Management- Private Bank - Banker - Vice President - Indianapolis, IN

JPMorgan Chase & Co.
Indianapolis, IN 46204

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