Banker - Private Bank Job Listing at J.P. Morgan in MI, Michigan (Job ID 130007080)

JPMorgan Private Wealth Management

Banker Job 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, JPMorgan offers personalized financial solutions that integrate investment management, capital markets, trust and banking.

Private Wealth Management is JPMorgan'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

The Wealth Manager is the face of JPMorgan's Private Wealth Management business. The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is primarily responsible for the client experience and engaging our resources to deliver a complete Wealth Management solution.

Responsible for sale and implementation of investment, banking and trust/estate products to core clients

Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients

Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced

Build trust with clients and effectively manage relationships

Ensure that the proposed products and services maximize the clients' needs, goals and objectives

Provide guidance to junior staff