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Wealth Management - Client Advisor – Executive Director - Private Bank - Columbus, OH

Req #: 180001117
Location: Columbus, OH, US
Job Category: Relationship Management/Sales
Job Description:


JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.

Primary Function:
As a Banker at J.P. Morgan's Wealth Management business, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. 
The best Bankers are self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career.
Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster Advisor success.  We are committed to helping you grow at all stages of your career.
  • As a Client Advisor 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 Client Advisor 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 on-going 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 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 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 formulating strategies for potential clients
    • Demonstrated ability to close deals
    • 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
    • Seven plus years of experience in Private Banking or Financial Services industry
    • Bachelor’s 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
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