Wealth Management - Vice President

Company: JPMorgan Chase & Co.
Location: Indianapolis
Posted on: November 22, 2020

Job Description:

We're looking for a candidate to fill this position in an exciting company.

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Drive business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security
  • Six plus years of work experience in Private Banking
  • 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
  • Energetic and entrepreneurial business builder who thrives and excels in a competitive industry
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Focuses on the client experience and works tirelessly on the client's behalf
  • Proven sales success and strong business acumen
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Keywords: JPMorgan Chase & Co., Indianapolis , Wealth Management - Vice President, Executive , Indianapolis, Indiana