דרושים Jp Morgan Wealth Management - Private Client ב-גיי פי מורגן ב-United States, Jacksonville

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

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
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s 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 client’s 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

Job responsibilities

• Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
• Prioritize daily work, track progress for current work, and consistently meet deadlines
• Maintain and foster team culture

Required qualifications, capabilities, and skills

• A valid and active Series 7 license
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

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
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s 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 client’s 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

As a Correspondent Counterparty Risk Vice President within the Home Lending Risk team, you will provide well-informed, risk-based recommendations for the approval and ongoing monitoring of established correspondent counterparty relationships. You will evaluate the financial stability, operational capabilities, and compliance of these lenders to ensure adherence to the organization's risk standards. Additionally, you will oversee ongoing risk management and performance monitoring of key credit and portfolio strategies. Collaborating closely with various departments, you will develop comprehensive risk management strategies, monitor risk exposure, and implement effective mitigation measures to safeguard the organization's interests.

Job Responsibilities:

• Lead strategic assessments and decision-making for new Correspondent Seller applications, ensuring alignment with organizational goals and policies.
• Drive innovation in risk management practices and monitor loan performance, financial stability, and industry intelligence of Correspondent Sellers
• Spearhead comprehensive industry intelligence research, including monitoring negative media, mergers and acquisitions, and regulatory actions, utilizing insights to inform strategic decisions and risk management strategies.
• Build partnerships with JPMC counterparts to address common counterparty risks and facilitate cross-functional collaboration for risk management.
• Develop and implement communication strategies to convey risk insights and decisions, promoting transparency and dialogue within the organization.
• Lead ad hoc analyses and represent Risk Management in high impact projects, driving process and efficiency improvements.
• Stay abreast of industry trends, regulatory changes, and risk management best practices.
• Provide indirect leadership to cross-functional teams, fostering alignment and collaboration to achieve strategic goals, while mentoring and developing team members to enhance their capabilities and drive organizational success.
• Provide independent risk oversight for Correspondent Lending Transformation initiatives, assessing the need for new processes and overseeing their development and implementation.
• Lead and contribute to key projects and process improvement initiatives.
• Champion Correspondent Risk modernization and automation efforts, enhancing the system of record for efficiency and effectiveness.

Required Qualifications, Capabilities and Skills

• Minimum 7+ years of experience in Home Lending and Correspondent lending, with a proven track record in corporate financial statement analysis and Counterparty Risk management within financial services.
• Exceptional communication skills, with the ability to articulate complex risk management concepts and effectively influence stakeholders through communication and high emotional intelligence.
• Knowledge and understanding of Secondary and Capital Markets
• Comprehensive knowledge of mortgage underwriting, quality control and servicing
• Ability to analyze multiple data points and communicate decisions to management
• Strong team player with exceptional analytical and financial assessment skills. Proven ability to build strong relationships and lead teams to achieve strategic objectives.

Preferred Qualifications, Capabilities and Skills

• Strong Microsoft PowerPoint (PitchPro) and Excel skills
• Knowledge of Agile Methodology
• Intellectual curiosity with a proven ability to learn quickly
• Direct work with regulators a plus
• Proven experience in stakeholder engagement with strong communication skills and high emotional intelligence

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Required qualifications, capabilities, and skills

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Preferred qualifications, capabilities, and skills

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment of long-term career with the firm

Dodd Frank/Truth in Lending Act

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:

As a Client Care Specialist you will be responsible for guiding the customer throughout the loan process, which may include requesting any additional documentation, following up on the conditions needed and answering any customer questions along the way. The Client Care Specialist is responsible for effectively communicating the terms and conditions of the loan approval, which may include, but is not limited to, the loan program, terms, conditions and fees.

In this role you will carry a pipeline of government (FHA/VA), conventional, and purchase loans beginning with the initial conditional approval through the final underwriting approval. You will contact the customer after the loan has been conditionally approved, upon final approval, and with follow up calls in between. The discussions may involve, but are not limited to, the discussion of structure of the conditional approval, the review and request for outstanding conditions or documentation, as well as discussing next steps in the process.

Client Care Specialist III Responsibilities

• Own the customer experience for Chase-to-Chase refinances and outside lender refinances
• Establish yourself as the trusted and strategic team member to drive continued value for the customer
• Educate and nurture customers through proactive outreach, including delivery of follow- up’s and status updates during the loan process
• Focus on day-to-day production
• Learn industry best practices, and identify how the solution can be leveraged to implement these practices to drive successful customer results
• Work with customers to identify success stories and areas of opportunity to promote process improvement across the industry
• Act as an escalation point and expedite resolution for our customers and internal business partners
• Provide exceptional service to customers, as well as our internal and external partners
• Work in collaboration with Sales, Underwriting, Support, Operations and all internal/external business partners to ensure the delivery of a seamless customer experience
• Act as the champion for the customer; be a true advocate for the customer and work cross-departmentally with internal groups at all levels, including Senior Management to triage, and resolve customer issues
• Understand Chase strategy and communicate valued outcomes to team members and partners
• Own the customer experience for purchase customers and ensure we meet 100% of contract closing dates
• Be a subject matter expert with a proven ability to handle mortgage transactions with condo and coop property types
• Own counteroffer decisions and suspended loan decisions while finding pricing and program alternatives for our customers
• Take ownership of support functions within the process in an effort to move loans forward. These functions include but are not limited to: VVOE, WVOE, payoff processing, HOI, Flood, title review, and credit supplement processing
• Establish yourself as the trusted and strategic team member to drive continued value for the customer
• Provide white glove customer service to our employee and Chase Private Client customers

Qualifications

• Customer obsessed mentality
• Strong desire to learn and become better educated in the mortgage industry
• Proven ability to work effectively in a fast paced environment
• Demonstrated ability to work independently, and as a member of a high performing team
• Proven track record delivering exceptional customer
• Able to collaborate with an organization of all sizes associated with multiple levels, including but not limited to Management, Senior Management, Executive Directors, and Sr. Executive Directors
• Ability to think strategically, understand the business objectives, and translate them into actionable items
• Possess skills in conflict resolution, change management, influencing, leadership, and coaching
• Successful track record of meeting and/or exceeding quarterly and annually targets
• Proficient in MS Office Suite
• Advanced communication, problem solving, analytical, computer, and research skills
• High school diploma or equivalent is required, bachelor's degree preferred
• 4 years of mortgage experience required, with expertise and experience processing FHA and VA mortgages
• 3 years of experience in relevant Customer Service environment required

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: .