J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist

Job Description

The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. 

As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing client’s wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell JPMorgan Chase wealth management services, and ensure the client’s wealth needs are being met. 

Your new business generation will come from three primary sources:

• Bank-referred opportunities
• Existing wealth clients
• Your own business development efforts

You will take the lead in uncovering and pursuing wealth management opportunities of existing Bank clients.  You will also partner with wealth advisors to help consolidate the assets of existing wealth clients.  You are encouraged to generate self-sourced business as well.  Client Specialists do not manage client investments or ongoing relationships. 

Job Responsibilities

• Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
• Engage with Wealth Advisors on deepening existing wealth relationships 
• Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and clients.
• Deliver initial wealth management counsel to prospects and clients based on their specific situation.
• Recommend customized wealth solutions and the right team to serve the client’s wealth needs.
• Effectively advance opportunities presented through a focused sales process.
• Generate new assets under management from Bank-referred opportunities, existing wealth clients, and self-sourced business development efforts
• Keep abreast of trends and strategies in wealth management

Required qualifications, capabilities, and skills 

• College graduate with 7+ years of industry experience and holds the Series 7 and 66 (or 63/65) Licenses
• Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients.
• A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas.
• A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization.
• Excellent communication and presentation skills, both written and verbal.
• A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.

Preferred qualifications, capabilities, and skills 

• An advanced degree such as an MBA or equivalent.
• CFP or CFA designation.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.