Build your wealth management experience while making a meaningful contribution to new client relationships. Join the JPMorgan Wealth Management Client Specialist Team, where you will work alongside experienced wealth management professionals and gain hands-on exposure to prospect development, client engagement, and the wealth management sales process.
As a Client Specialist Associate within the JPMorgan Wealth Management Client Specialist Team, you support Client Specialists in identifying and pursuing wealth management opportunities with high-net-worth and ultra-high-net-worth individuals and institutions. You contribute across the sales cycle by developing prospect profiles, preparing for and following up on prospect meetings, coordinating with internal partners, managing the sales pipeline, and supporting client and prospect events. You help Client Specialists understand clients' wealth and planning needs and connect them with appropriate wealth management services and resources. Through this role, you will gain hands-on experience in private wealth management, sales, and relationship development while helping the team build a robust pipeline and win new wealth management business.
Job Responsibilities
- Support Client Specialists with prospect engagement and sales pipeline management.
- Research prospective clients and gather information to support business development activities.
- Partner with Client Specialists, bankers, Wealth Advisors, and other internal partners to identify and prioritize opportunities for new wealth management relationships.
- Prepare meeting materials and customized presentations for prospective and existing clients.
- Track new business activity, analyze results, and prepare performance reports.
- Plan and participate in prospect and client events.
- Engage with prospective and existing clients, research inquiries, and manage follow-up communications and materials.
- Participate in select prospect meetings.
- Identify opportunities to improve efficiency through technology and artificial intelligence.
- Support Client Specialist business management strategies and projects as needed.
Required Qualifications, Capabilities, and Skills
- Bachelor's degree.
- Written and verbal communication skills necessary to communicate with clients, prospects, and internal partners.
- Advanced proficiency in Microsoft PowerPoint, Word, and other Microsoft Office applications.
- Organizational skills with the ability to manage multiple and changing priorities.
- Knowledge of or demonstrated interest in the wealth management business.
Preferred Qualifications, Capabilities, and Skills
- Bachelor's degree in Business Administration, Finance, Economics, Communications, or a related field.
- Securities Industry Essentials (SIE), Series 7, or Series 66 license, or progress toward obtaining these credentials.
- Previous experience in an administrative or client-facing role.
- Interest in developing toward a Financial Advisor career path.
"This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries."