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JPMorgan Chase AWM - Private Bank Team Lead, Managing Director, Chicago, IL (North Shore) in Chicago, Illinois

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Bankers deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Primary Function:

As a Private Bank Team Lead at the J.P. Morgan Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and drive new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

In addition to managing and building your own book of business, you will also be responsible for developing and retaining a local team of Private Bankers. You will support local leadership by providing coaching to a group of Private Bankers on core investments, financial planning, credit, banking and sales management skills and foster an environment that encourages partner participation, teamwork and collaboration. You will also partner with local leadership on developing and executing on the strategy of the local market, including hiring and training.

The best Private Bank Team Leads are self-starters with a proven track record of success. They are both skilled advisors and have experience in developing talent. For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster Private Banker success. We are committed to helping you grow at all stages of your career.

As a Private Bank Team Lead, you are expected to:

  • 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

  • Drive 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 drive 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

  • Provide on-going coaching, feedback and development to local Private Bankers

  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed

  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.

  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

  • Strictly adhere to all risk and control policies, regulatory guidelines and security measure

Qualifications:

  • Proven record of being a player-coach within a high performing team model

  • Energetic, entrepreneurial and innovative business builder who is often sought out for guidance and advice

  • Proactive, takes initiative, and uses critical thinking and effective leadership to solve problems

  • Proven sales success and strong business acumen

  • Ability to attract, retain and develop a high performing Private Banker team

  • Desire a fast-paced team environment, working with experienced professionals from multiple disciplines to deliver a high quality client experience

  • Dynamic individual who is team player and can coach, mentor and motivate a team

  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Position Requirements:

  • Ten plus years of work experience; Private Banking or Financial Services industry preferred

  • Minimum of 5 plus years in a leadership position

  • Bachelors degree required; MBA, JD, CFA, or CFP preferred

  • Series 7, 66, 9/10 and Insurance Licenses are required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

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