J.P. Morgan Wealth Management - Executive Director, Client Specialist - JPMorgan Chase & : Job Details

Collaborate with bankers to identify and prioritize prospects for private wealth management services. Establish credibility and build confidence as a trusted Client Specialist with bankers, prospects, and clients. Deliver initial wealth management counsel to prospects based on their specific situation. Recommend customized wealth solutions and the right team of advisors to manage the clients portfolio and serve their wealth needs. Effectively advance opportunities presented to you through a focused sales process. Generate new assets under management through the banks existing lending relationships and through self-sourcing new relationships. Keep abreast of trends and strategies in wealth management. Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts. Partner with Chase Wealth Management advisors to understand their existing clients who have significant external assets, strategize on addressing clients complex needs, and ...Client Specialist, Wealth, Management, Director, Executive, Specialist, Banking