Description
Private Client is more than a financial services provider it is an advice-based relationship experience bringing clients the breadth of J.P. Morgan Chases expertise and extensive banking lending and wealth management capabilities through a dedicated Relationship Manager. J.P. Morgan Private Client is growing amid the launch of its new offering focusing on affluent families individuals and their businesses - and creating a continuum between Chase Private Client and J.P. Morgan Private Bank. As a member of this new team you will participate in establishing a new business for J.P. Morgan Chase.
As the point person to lead the Wealth Management Partnership Program for J.P. Morgan Private Client you will be responsible for operationalizing wealth referrals to Chase Wealth Management establishing RM and Advisor expectations designing the onboarding experience and developing strategies for how we collectively partner to win more share of clients investment wallets. You will be responsible for delivering a holistic sophisticated and bespoke wealth referral model to our target $1MM clients.
In this role you will collaborate with key stakeholders across the firm at all levels. Strong knowledge of business drivers excellent communication and execution skills and experience in financial services/banking and/or sales are essential. The ability to adapt and remain flexible in a constantly evolving business are key attributes for success. You must be detail-oriented and skilled at managing in a fast-paced environment.
Job Responsibilities
Required Qualifications Skills and Capabilities
Required Experience:
Exec
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