23 days old

Wealth Management - Private Bank - Wealth Advisor - Vice President - Los Angeles, CA

JPMorgan Chase & Co.
Los Angeles, CA 90012
  • Job Code
    190086504

Wealth Management - Private Bank - Wealth Advisor - Vice President - Los Angeles, CA

Req #: 190086504
Location: Los Angeles, CA, 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 $2.4 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 advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.
 
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 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.
 
Primary Function:

A key member of the J.P. Morgan Private Bank team of specialists, the Wealth Advisor ensures our most complex clients’ planning needs are identified and met through a comprehensive approach to their total wealth and overall objectives.    

  • Serve as advisor for J.P. Morgan Private Bank high net worth and ultra high net worth clients to identify needs for estate planning which lead to current trust, estate and philanthropic opportunities

  • Serve as resource to clients with complex needs around executive compensation, retirement planning, business succession planning and multi-generational wealth planning

  • Responsible for deepening and strengthening client relationships with J.P. Morgan Private Bank

  • Participate in coordination of sales and relationship management effort with Bankers, Investors Capital Advisors and Trust & Estate Advisors

 

  • Expert knowledge of trust and estate law, gifting techniques and transfer and generation skipping taxation, with ability to apply that knowledge to client specific needs

  • Strong knowledge of personal, fiduciary, corporate and partnership income tax, with prior experience applying  that knowledge specifically to the sophisticated needs of high net worth and/or ultra high net worth clients

  • Ability to evaluate wealth transfer needs and issues of clients and prospects, identify which of the available strategies are appropriate, educate clients and work with clients and professional advisors to determine which recommendations to implement

  • Proven ability to partner with clients’ other advisors to include an established, highly respected reputation with the external professional advisor community

  • Ability to communicate sophisticated wealth planning concepts to all levels of clients and prospects

  • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

  • Demonstrated understanding of wealth management including, but not limited to: investment management, credit and banking

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

Requirements

  • Seven plus years complex financial and estate planning experience

  • Bachelors degree required

  • JD and/or CPA required

  • Recognized expertise in managing the financial needs of  high net worth and/or ultra high net worth individuals and/or families


Keyword: consumer%20banking

Categories

Posted: 2019-11-13 Expires: 2019-12-13

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Wealth Management - Private Bank - Wealth Advisor - Vice President - Los Angeles, CA

JPMorgan Chase & Co.
Los Angeles, CA 90012

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