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 63 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.