Wealth Management - Private Bank - Banker - Vice President or Executive Director San Francisco CA

Profile

Wealth Management - Private Bank - Banker - Vice President or Executive Director, San Francisco, CA','200033008','!*!

Asset & Wealth Management – Private Bank – SC
Banker

 

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 SC Banker 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 SC Banker 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

·        
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

·        
Bachelor 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.

 

 ','','Portfolio/Fund Management','US-CA-Palo Alto-Palo Alto University Ave / 51444','','ASSET & WEALTH MANAGEMENT','Full-time','Standard','Day Job','','J.P. Morgan','J.P. Morgan','Wealth Management - Private Bank - Banker - Vice President or Executive Director, San Francisco, CA

Company info

Sign Up Now - FinancialServicesCrossing.com