DenverRecruiter
the smart solution for Denver jobs

Wealth Management - Private Bank - Client Advisor - Vice President or Executive Director

Company: JPMorgan Chase
Location: Denver
Posted on: November 10, 2018

Job Description:

**J.P. Morgan Private Bank** **Client Advisor** **Job Description** J.P. Morgan Private Bank has been helping the world?s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking. **Primary Function** As a Client Advisor with J.P. Morgan Private Bank, you will be accountable for identifying and managing client relationships within the high net worth market. As the brand ambassador, the Client Advisor owns new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. This role is also responsible for deepening and strengthening existing relationships by continuing to present innovative solutions across the balance sheet to help clients achieve their financial goals. ? Act as ongoing relationship manager for a specific portfolio of clients and ensure every client has a positive experience ? Responsible for engaging in new business development to deliver J.P. Morgan Private Bank services to high net worth prospects and clients ? 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) ? Develop a perspective on specific client situations in order to proactively select and recommend solutions ? Conduct investment reviews with high net worth clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products ? Develop investment policy statements, advise on asset allocation and manage clients? investment portfolio ? Initiate and close sales of complex investment products **Qualifications** ? Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities ? Extensive experience with and in-depth knowledge of equities, fixed income, structured notes, and alternatives ? Measurable track record of successfully selling to 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 ? 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 **Requirements** ? Seven plus years of experience in Private Banking or Financial Services industry ? Bachelors degree required, MBA, CFP or CFA preferred ? Prior experience providing complex solutions to high net worth ? 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. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Keywords: JPMorgan Chase, Denver , Wealth Management - Private Bank - Client Advisor - Vice President or Executive Director, Executive , Denver, Colorado

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Medical Billing, Coding and Auditing Manager
Description: Fantastic opportunity for a seasoned Medical Billing, Coding and Auditing manager open now in Denver. Enjoy a progressive leadership style while helping save lives in a fun and collaborative work environment. (more...)
Company: WSi Healthcare Personnel
Location: Denver
Posted on: 11/21/2018

Program Manager II - National Defense Programs (665302) (Security Clearance required)
Description: Ball Aerospace pioneers discoveries that enable our customers to perform beyond expectation and protect what matters most. We create innovative space solutions, enable more accurate weather forecasts, (more...)
Company: Ball Aerospace
Location: Boulder
Posted on: 11/21/2018

RN Case Manager ED/ER/Emergency Room
Description: Welcome to Centura Health Welcome to Centura Health - the largest health ecosystem in Colorado and Kansas. Welcome to living your mission among thousands of people on fire to live theirs too. Welcome (more...)
Company: Centura Health
Location: Parker
Posted on: 11/21/2018


Senior Manager, Nutrition R&D
Description: For our Denver, CO corporate headquarters we are seeking a Senior Manager, Nutrition R D on our Global R D team to continue moving our organization to even larger levels of innovation, technological (more...)
Company: Leprino Foods
Location: Denver
Posted on: 11/21/2018

Restaurant Kitchen Manager
Description: Restaurant Kitchen Manager About Us: We are a unique, fun-loving group seeking a high energy restaurant Kitchen Manager who is able to work any shift. We're growing and are looking for individuals ready
Company: Goodwin Recruiting
Location: Fort Collins
Posted on: 11/21/2018

Administrative Assistant/Office Manager
Description: Always Best Care Senior Services Administrative Assistant/Office Manager Position Summary: Multi-functional administrative
Company: Always Best Care
Location: Englewood
Posted on: 11/21/2018

ACES Engagement Specialist/KEEP Case Manager
Description: Are you interested in working with a company that values people and has a passion for service Do you want to become part of an organization that cares about your personal and professional growth If (more...)
Company: Pathways by Molina
Location: Longmont
Posted on: 11/21/2018

Regional Sales Manager - Own a Franchise
Description: Regional Sales Managers: Make
Company: Franchise Career Advisors
Location: Denver
Posted on: 11/21/2018

Sr. Controls Technician/Project Manager
Description: What you will doUnder general direction, acts as the on-site project leader to plan, execute, and complete HVAC controls systems projects with assigned customers. Performs or delegates tasks as required (more...)
Company: Johnson Controls
Location: Littleton
Posted on: 11/21/2018

Resident Care Director / Registered Nurse Manager / RN
Description: Overview Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what's right for the resident. (more...)
Company: Sunrise Senior Living
Location: Boulder
Posted on: 11/21/2018

Log In or Create An Account

Get the latest Colorado jobs by following @recnetCO on Twitter!

Denver RSS job feeds