Job Responsibilities: JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. Job Responsibilities: Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Drive business results and acquire new assets, both from existing client base and new client acquisition Connect your clients across all lines of business of J.P. Morgan Chase & Co. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Provide on-going coaching, feedback and development to local Private Bankers Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Partner with internal specialists to provide interdisciplinary expertise to clients when needed Participate in developing the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level Act as a business coach to help the team drive new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team Strictly adhere to all risk and control policies, regulatory guidelines and security measure Job Requirements: Proactive, takes initiative, and uses critical thinking and effective leadership to solve problems Proven sales success and strong business acumen Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date Minimum of 5 plus years in a leadership position Bachelor’s degree required; MBA, JD, CFA, or CFP preferred Proven record of being a player-coach within a high performing team model Energetic, entrepreneurial and innovative business builder who is often sought out for guidance and advice Ability to attract, retain and develop a high performing Client Advisor team Job Details: Company: J.P. Morgan Vacancy Type: Full Time Job Location: Ft. Lauderdale, FL, US Application Deadline: N/A Apply Here getyourvacancy.com
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