Market Director Chase Wealth Management:
At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking and investment solutions combined with cutting edge technology you’ll be front and center representing our brand, and problem solving to offer our customers the best solutions for their financial needs. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, then join us at JP Morgan Chase.
Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. We acknowledge who our customers are and what they want out of life. We make it easy to bank and invest when, where and how our customers want. Through a dedicated team of a banker and J.P. Morgan Advisors, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of customers through Chase Investment Advisors.
The Market Director in Chase Wealth Management will drive a world-class customer experience, strategize to drive the growth of the wealth and investment business and develop financial advisors. The Market Director also creates a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships.
As a Market Director, you will leverage your leadership and communication skills to:
Manage the market to ensure an excellent customer experience
Ensure financial advisors have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture.
Ensure that all financial advisors are following policies and procedures to stay in compliance with internal and external regulations
Conduct detailed business reviews to deep dive into the results of all financial advisors
Deploy resources to optimize market performance
Deliver on high performance standards and protect our customers and the through adherence to policy, satisfactory audits and consistent execution of KYC and KYP
Coach and develop financial advisors to best serve customers
Recruit, retain, and develop excellent talent to be customer-obsessed
Ensure talent and performance strategies are in place to coach, develop and promote advisors
Encourage integration and cooperation between bankers and advisors
Coach financial advisors on best practice techniques for developing product recommendations, cultivating relationships, and serving clients
Instill an environment where employees feel valued, supported, and able to achieve career growth
Address any escalated client issues promptly and effectively
Drive growth in the business
Develop strategy to ensure the growth of each financial advisor’s book of business
Partner with other market leaders (e.g., Market Director –Banking) to ensure the growth of other lines of business, including deposits and loans
Work with financial advisors to utilize technology to best meet customer needs
Drive integration with partners from Branch Management, Business Banking and Home Lending to provide customers with access to solutions, strategies and expertise to meet all of their financial needs.
Work with financial advisors to develop and implement customized action plans
Ensure the success of the market
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