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Asset Management - Private Bank - Client Advisor- Vice President/Executive Director - Boston, MA

Req #: 170113460
Location: Boston, MA, US
Job Category: Relationship Management/Sales
Job Description:
J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
 
Our Team
 
The Banker is the face of J.P. Morgan's Private Banking business.  The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.  This role is primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution. 
  • Responsible for sale and implementation of investment, banking and trust/estate products to core clients
  • Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
  • Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
  • Build trust with clients and effectively manage relationships
  • Ensure that the proposed products and services maximize the clients' needs, goals and objectives
  • Provide guidance to junior staff

     

  • Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts,  portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
  • Measureable track record of selling to clients
  • Analytical ability in order to relate specific client asset situations to individual products
  • Connections within Private Banking core client space and professional centers of influence
  • Strong relationship management and team building skills; views team concept as critical to model
  • Ability to work in a team based environment and assist in the development and retention of junior team members
Position Requirements:
  • Seven plus years’ experience in Private Banking working with High Net and Ultra High Net individuals and families or related fields within financial services
  • Licenses 7, 63 required for position / relevant qualification
  • Bachelor’s degree required; MBA, JD or CFA preferred
  • Thorough knowledge of specific geographic market
  • Established network of center of influence
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