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Private Bank - 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:
64 people have viewed this job

Build trust and effectively manage relationships with clients by thoroughly understanding their needs, providing advice and delivering appropriate products and services

Coordinate with internal specialists (e.g. investments, credit/lending, trust & estate) to provide interdisciplinary expertise to clients

Ensure that proposed products and services fulfill clients' needs and objectives in the short, medium and long term

Faithfully adhere to all risk and control policies, regulatory guidelines and security measures

Drive business results through revenue and asset growth, new client acquisition and growth of existing client relationships

Build partnership with peers, specialists, support teams and junior staff

Proven sales success including: new client acquisition, building and sourcing referrals from network of intermediaries (e.g. accountants and attorneys), growing existing client relationships

Demonstrated understanding of investments, banking and planning concepts including: asset allocation/portfolio construction, equities and fixed income trading, credit/lending, basic trust and estate solutions, retirement planning

Coachable professional with business acumen, curiosity and a dynamic personality

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

Position Requirements:

At least six years of relevant experience in financial services or role involving client management/sales

Licenses 7, 63 required for position; will consider unlicensed candidates deemed able to secure licenses within first few months

Bachelors degree required; MBA or CFP preferred but not required

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