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Client Advisor - Vice President

New York City, NY, USA | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Financial Services Professional
  • Experience:
    5-7 years
Job Description:
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Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

Drive business results and acquire new assets, both from existing client base and new client acquisition

Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs

Partner with internal specialists to provide interdisciplinary expertise to clients when needed

Connect your clients across all lines of business of J.P. Morgan Chase & Co.

Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Strictly adhere to all risk and control policies, regulatory guidelines and security measure


Energetic and entrepreneurial business builderwho thrives and excels in a competitive industry

Proactive, takes initiative, and uses critical thinking to solve problems

Focuses on the client experience and works tirelessly on the client’s behalf

Proven sales success and strong business acumen

Dynamic and credible professional who communicates with clarity and has exceptional presentation skills

Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

Strong community presence with an established network

Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Position Requirements:

Six plus years of work experience; Private Banking or Financial Services industry preferred

Bachelors degree required; MBA, JD, CFA, or CFP preferred

Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date

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