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Vice President or Executive Director

Company: JPMorgan Chase & Co.
Location: Austin
Posted on: January 16, 2020

Job Description:

A leading global financial services firm with assets of $2 trillion and operations in more than 60 countries.--

  • Responsible for engaging in new business development each year (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver J.P. Morgan Private Bank services to high net worth or ultra high net worth prospects and clients
  • Remain ongoing relationship manager for specific portfolio of clients and ensure every client has a positive experience
  • Perform role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan
  • Exceed the expectations of J.P. Morgan Private Bank clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer, etc.)
  • Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives 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 opportunitiesMeasurable track record of successfully selling to high net worth and/or ultra high net worth clientsAnalytical ability----in order to relate specific client asset situations to individual productsInteractive skills in order to understand client needs and take action with the appropriate solutionsStrong client relationship management and sales skillsContinuous prospecting skills applied to COIs (centers of influence), associations, and community activitiesExperience profiling and formulating strategies for potential clientsDemonstrated ability to close dealsImpeccable interpersonal and organizational skillsStrong leadership and management skills along with high level of self motivationAbility to work in a team based environment and assist in the development and retention of junior team members

Keywords: JPMorgan Chase & Co., Austin , Vice President or Executive Director, Executive , Austin, Texas

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