Join to apply for the J.P. Morgan Wealth Management - Executive Director, Client Specialist role at JPMorgan Chase .

A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. The Client Specialist is a wealth expert focusing on addressing the needs of High Net Worth and Ultra High Net Worth individuals and institutions. This role involves extensive experience in wealth management, introducing JPMorgan Chase services, providing high-level advice, and delivering excellent service. As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing the wealth needs of HNW and UHNW individuals and institutions. Your responsibilities include marketing and selling wealth management services, sourcing new business, collaborating with professionals, and staying updated on wealth management trends. Your new business will primarily come from bank-referred opportunities, your own efforts, and existing clients. You will serve as the lead wealth partner for bankers, helping identify prospects, understand their financial needs, and recommend suitable solutions. The team typically includes bankers, wealth managers, financial planners, insurance specialists, and trust officers. Responsibilities include: Collaborating with bankers to identify prospects. Building credibility and trust with clients and bankers. Providing initial wealth management counsel. Recommending tailored solutions and advising teams. Driving new assets under management. Staying informed on industry trends. Engaging with other advisors on client efforts. Partnering with wealth management advisors to address client needs and external assets. Qualifications: College degree, 7+ years of experience, Series 7 & 63 licenses. Proven sales ability in wealth management to HNW/UHNW clients. Knowledge in investing, trust, estates, financial planning, insurance, taxes, etc. Self-confident, proactive, and professional with strong communication skills. High integrity and ethical standards. Preferred: Advanced degree (MBA or equivalent). CFP or CFA designation. This position is subject to review under the Federal Deposit Insurance Act, and employment is contingent on background checks. About Us: JPMorgan Chase is a leading financial services firm serving households and small businesses with a broad range of products. We offer competitive rewards, benefits, and are committed to diversity and inclusion. About The Team: Our Consumer & Community Banking division offers personal banking, credit cards, mortgages, investments, and more, serving nearly half of U.S. households. Seniority level Director Employment type Full-time Job function Finance and Sales

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