U.S. Private Bank AWM Program Associate
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Job Location:
Philadelphia, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
Description
Job Responsibilities
- 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
- Generate 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
Required Qualifications Capabilities and Skills
- Three plus years of work experience in Private Banking or Financial Services
- Bachelors Degree required
- Series 7 66 and Insurance licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments wealth planning credit and banking concepts
- Focuses on the client experience and works tirelessly on the clients behalf
Preferred Qualifications Capabilities and Skills
- MBA JD CFA or CFP preferred
- Proactive takes initiative and uses critical thinking to solve problems
- 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
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments including Hedge Funds Private Equity and Real Estate
Required Experience:
IC
Key Skills
- Crisis Management
- Microsoft Word
- Office Experience
- Conflict Management
- Constant Contact
- Microsoft Powerpoint
- Research Experience
- Salesforce
- Administrative Experience
- Public Speaking
- Google Suite
- Writing Skills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
