Wealth Management Banker #
Posted on Sep 16, 2020 by JP Morgan Chase & Co.
Wealth Management Banker ()
Duties: Provide support to Bankers in new client acquisition and retention in investments, banking, trust services and financial planning. Deliver a complete wealth management solution. Leverage to the Banker on daily client priorities Support Bankers during the sales process and ongoing client management. Review and build pitch books, coordinate information and communication with clients and execution of client needs. Drive Bankers on client hierarchy and pipeline management. Assists Banker in the sale of investments, banking and trust services including 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 opportunities.
Minimum education and experience required: This position requires a Bachelor's degree in Economics, Finance or related field of study plus three (3) years of experience in the job offered or three (3) years of experience as Banker Analyst, or related occupation.
Skills Required: This position requires three (3) years of experience with each of the following skills: wealth planning software including Planning Station modules, WA models, MAPS or CHART; Sales or originator capabilities - Series 7 & 63; Wealth management softwares and database management such as Workstation CRM, MAPS and Wealth planning softwares; prospecting tools to screen and qualify potential prospects; Sales and business originator with High Net Worth and Ultra High Net Worth; review and build pitch books; and Pipeline management.
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