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Wealth Manager - Milwaukee, WI - Private Wealth Management

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Job Snapshot
Location:
Milwaukee, WI 53201 (map it!Map it! )
Employee Type:
Full-Time
Industry:
Banking - Financial Services
Manages Others:
Not Specified
Job Type:
Banking
Experience:
Not Specified
Travel:
None
Division:
Human Resources
Post Date:
11/5/2009
Contact Information
Ref ID:
090030034
Description

JPMorgan Private Wealth Management

Wealth Manager Job Description

 

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.2 trillion and operations in more than 60 countries. Asset Management provides investment and wealth management services to institutional, high net worth and retail investors and their advisors. For wealthy individuals and families, JPMorgan offers personalized financial solutions that integrate investment management, capital markets, trust and banking. 

 

 

Private Wealth Management is JPMorgan's comprehensive wealth management solution for high net worth clients.  Combining the deep capabilities of a leading global financial institution with the intimacy of a boutique firm, Private Wealth Management has 86 offices across the United States.  Our model is designed to preserve and grow our clients' wealth through a disciplined investments approach, estate planning and tailored banking and credit solutions. 

 

 

Primary Function

The Wealth Manager is the face of JPMorgan's Private Wealth Management business.  The Wealth Manager 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

    • Requirements

    Qualifications

  • Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

  • Experience or 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

  • Connections within Private Wealth Management core client space and professional centers of influence

  • Coachable professional with good "business sense" and an energetic/dynamic personality

  • Strong relationship management and team building skills; views team concept as critical to model

     

    Position Requirements

  • Seven plus years experience in Wealth Management working with High Net Worth individuals and families or related fields within financial services

  • Licenses 7, 63 required for position

  • Bachelors degree required; MBA, JD or CFA preferred

     

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