PaloAltoRecruiter Since 2001
the smart solution for Palo Alto jobs

Wealth Management - Private Bank - Banker - Executive Director, Palo Alto

Company: JPMorgan Chase Bank, N.A.
Location: Palo Alto
Posted on: May 3, 2021

Job Description:

  • Sell and implement 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


Qualifications

  • Seven plus years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families
  • Bachelors Degree required; MBA, JD, CFA, or CFP preferred
  • Series 7 & 63 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
  • Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
  • Connections within Private Banking core client space and professional centers of influence
  • Coachable professional with good "business sense" and an energetic/dynamic personality
  • Strong relationship management and team building skills; views team concept as critical to model

Keywords: JPMorgan Chase Bank, N.A., Palo Alto , Wealth Management - Private Bank - Banker - Executive Director, Palo Alto, Other , Palo Alto, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Palo Alto RSS job feeds