GWM - Senior Banker - Global Clients
JPMorgan Chase & Co.
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J.P. Morgan Global Wealth Management
Senior Private Banker – Global Clients Group
J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and is recognized in by Euromoney as the #1 US Private Bank for High Net Worth and Ultra High Net Worth individuals. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.
The Global Clients Group focuses exclusively on multi-jurisdictional individuals, family offices, and family groups with a global perspective and institutional investment scope. The 30 person team based in New York works very closely with our investment solutions teams based in Asia, Europe and the US to deliver platform-agnostic coverage.
Primary Function
- The Banker leads new client acquisition as well as retention through a broad and deep 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.
- Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
- Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- Ability to work with institutional asset mgmt and investment banking partners
- Be able to effectively leverage and coach junior staff
- A dynamic, curious, energetic and versatile individual with a global mind-set –entrepreneurial spirited with an international network (Europe, ME tilted).
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC’s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.
Position Requirements
- Significant experience in Private Banking working with Ultra High Net individuals and families or related fields within financial services
- Licenses 7, 63 required for position
- Bachelors degree required; MBA, JD or CFA preferred
- Investment banking experience a plus
- Must be willing to frequently travel internationally
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
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