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

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:

About the role

As an Associate Portfolio Manager, you will focus on various markets across EMEA, interacting with the front office to devise appropriate portfolio solutions to meet clients’ goals; managing cash levels, asset allocation deviations, hedging strategies, tactical trade implementation and clients’ liquidity needs.

You will leverage your deep understanding of financial markets, portfolio management theory, product knowledge and trade execution. You will work directly with fellow Strategy and Solutions teams to construct and implement investment ideas within the discretionary business.

Job responsibilities

• Implementation of the Bank’s various CIO teams’ views to ensure the bank's best investment thinking is reflected consistently in our clients’ accounts
• Maintain knowledge of the investment solutions utilized throughout the Private Bank, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
• Maintain knowledge of each account's unique requirements/sensitivities and effectively translate into portfolio management decisions
• Monitor accounts for model drift and strategy deviation across asset classes and rebalance portfolios when required
• Monitor investment vehicle selection and resulting exposures
• Monitoring cash and security activity in client accounts
• Communicate PMG trading activity and initiatives to internal clients and partners
• Market PMG effectively to all internal clients to continue to grow the team's footprint in Europe
• Maintain effective controls within the governance structure, to mitigate risks and ensure consistency
• Embrace new technology to develop scalability of the business

Required qualifications, capabilities and skills

• Minimum Bachelor's degree
• Asset and/or Wealth and Money Management experience
• Ability to demonstrate a passion for and understanding of financial markets and investment solutions
• Detail orientated and process focused
• Ability to operate in a fast-moving and demanding environment
• Work effectively as part of a global team
• Aptitude to identify and minimize investment/business risk
• Strong communications skills
• English proficient

Preferred qualifications, capabilities and skills

• CFA qualification
• Additional languages.

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 Job Coach within the Recovery Specialist IV Collections team, you will focus on achieving business results while providing comprehensive coaching to team members. You will play a crucial role in developing agents, communicating effectively, and navigating multiple technologies with ease. Your work will contribute to the success of the team and the firm.

Job Responsibilities:

• Demonstrate the ability to coach and develop agents in the Collections and Recovery line of business.
• Communicate effectively with internal customers and leadership in a metrics-driven environment.
• Navigate multiple technologies with ease.
• Exhibit resiliency and adaptability in a fast-paced environment.
• Maintain a strong focus on detailed coaching conversations with specialists.
• Take ownership of each interaction, treating everyone with respect and responding with empathy.
• Document coaching conversations thoroughly and concisely.
• Demonstrate personal excellence, including punctuality, integrity, and accountability.
• Approach problems logically and with good judgment to ensure appropriate outcomes.
• Make quick and effective decisions on behalf of our customers.
• Prioritize work effectively to ensure efficiency.

Required Qualifications, Capabilities, and Skills:

• High School diploma/GED required.
• Willingness to work in an environment that requires 100% phone-based customer interaction.
• Minimum of one year of customer interaction or customer support experience, either by phone or face-to-face.

Preferred Qualifications, Capabilities, and Skills:

• Proficiency with basic computer functions, including mouse and keyboard usage, launching applications, conducting searches on the Internet, and maneuvering in a Windows-based environment.
• Experience in a coaching or leadership role within a customer service environment.
• Strong problem-solving skills and the ability to make quick decisions.
• Excellent communication skills and the ability to work collaboratively in a team.

What We Offer:

• A competitive base salary and a wide range of benefits, including paid time off, savings programs, health care, insurance plans, tuition assistance, and more.
• Opportunities for professional growth and advancement.
• A work environment with high-energy employees who are trained, coached, focused, and driven.
• Paid classroom and on-the-job training starting on day one.
• A culture that respects and values diversity, integrity, and teamwork.