Jp Morgan Wealth Management – Private Client jobs at Jpmorgan in United States, Temecula
JPMorgan JP Morgan Wealth Management – Private Client United States, California, Temecula
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You are customer focused, enjoy building relationships and providing financial services to your clients. A role as an International Product Specialist is for you. As an International Product Specialist within the Middle Market Banking Group, you will be responsible for supporting the growth of our international business among clients and prospects in the fast-growing and dynamic Innovation Economy portfolio, which is comprised of Technology, Disruptive Commerce, Life Sciences and Healthcare Services industry groups. You will promote international revenue generation by partnering with bankers, treasury management officers, and other product partners. You will provide in-depth and technical expertise to develop new business and expand existing global relationships in the area of treasury services, lending, trade finance and foreign exchange.
Job Responsibilities
- Consult clients on their international banking needs, with a strong emphasis on Treasury Services and working capital solutions
- Leverage partnerships with relationship managers and product partners to develop and deliver custom global treasury, trade, and lending solutions for corporate clients
- Partner and influence Treasury Services and Commercial Banking teams to establish and drive business development strategies
- Represent the firm's International capabilities at both internal and external events in the market
- Help with prospect conversion, leveraging JP Morgan’s international capabilities, and provide input into product development, marketing, and other strategic initiatives
Required Qualifications, Capabilities and Skills
- 5+ years of successful direct sales or relationship management - focused on International Treasury Management and solutions delivery
- Success in providing consultation on the aspects on international banking and cash management
- Extensive knowledge of International banking products, services, and markets (Treasury, lending, trade finance and foreign exchange)
- Executive presence and consultative sales acumen; ability to develop advisory relationships with clients and prospects
- Proven track record of results-oriented performance, as well as building and influencing strategic relationships; capable of working with minimal supervision
- Time management, organizational and planning skills with proven ability to multi-task and meet deadlines in a fast-paced environment
- Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
Preferred Qualifications, Capabilities and Skills
- Credit training preferred, with experience financing overseas operations and screening transactions with credit or other risk issues
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JPMorgan JP Morgan Wealth Management – Private Client Advisor - Temec... United States, California, Temecula
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
These jobs might be a good fit
Share
You are customer focused, enjoy building relationships and providing financial services to your clients. A role as an International Product Specialist is for you. As an International Product Specialist within the Middle Market Banking Group, you will be responsible for supporting the growth of our international business among clients and prospects in the fast-growing and dynamic Innovation Economy portfolio, which is comprised of Technology, Disruptive Commerce, Life Sciences and Healthcare Services industry groups. You will promote international revenue generation by partnering with bankers, treasury management officers, and other product partners. You will provide in-depth and technical expertise to develop new business and expand existing global relationships in the area of treasury services, lending, trade finance and foreign exchange.
Job Responsibilities
- Consult clients on their international banking needs, with a strong emphasis on Treasury Services and working capital solutions
- Leverage partnerships with relationship managers and product partners to develop and deliver custom global treasury, trade, and lending solutions for corporate clients
- Partner and influence Treasury Services and Commercial Banking teams to establish and drive business development strategies
- Represent the firm's International capabilities at both internal and external events in the market
- Help with prospect conversion, leveraging JP Morgan’s international capabilities, and provide input into product development, marketing, and other strategic initiatives
Required Qualifications, Capabilities and Skills
- 5+ years of successful direct sales or relationship management - focused on International Treasury Management and solutions delivery
- Success in providing consultation on the aspects on international banking and cash management
- Extensive knowledge of International banking products, services, and markets (Treasury, lending, trade finance and foreign exchange)
- Executive presence and consultative sales acumen; ability to develop advisory relationships with clients and prospects
- Proven track record of results-oriented performance, as well as building and influencing strategic relationships; capable of working with minimal supervision
- Time management, organizational and planning skills with proven ability to multi-task and meet deadlines in a fast-paced environment
- Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
Preferred Qualifications, Capabilities and Skills
- Credit training preferred, with experience financing overseas operations and screening transactions with credit or other risk issues
These jobs might be a good fit
