Capital Advisor Sales Assistant - Private Wealth Management, Chi

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, J.P. Morgan offers personalized financial solutions that integrate investment management, capital markets, trust and banking.   
 
Private Wealth Management is J.P.Morgan'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
Provide support to Capital Advisor in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of private clients.  

Execution of client needs on more complex credit offerings

Provide client management support once deal is originated

Works with client to obtain proper financials / paperwork

Coordinates with middle office

Oversees closing and funding

Assist the Capital Advisor with preparation for client meetings

Support the Capital Advisor with managing portfolio

Identify deposit sales opportunities

Requirements Qualifications

Ability to work both independently and as a team player

Excellent communication skills, both written and oral

Ability to multi-task and manage priorities effectively

Ability to adapt to a rapidly changing business and technology environment

Exceptional problem-solving skills

Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet

Ability to learn proprietary software and databases

Knowledge of JPMorgan product offerings
 
Position Requirements
College degree or equivalent financial services/banking industry experience required
 

 
  
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
 
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.