U.S. Private Bank - Chicago
Only for registered members Chicago, United States
1 month ago
* This salary range is an estimation made by beBee
Job summary
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank.
Responsibilities
- Manage and build 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
- Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team
- Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level
Job description
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