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Banking/Attorney/In House/Tampa, Florida
Refer job# PWDH65654
 
Banker Duties: Be accountable for identifying and developing client relationships within the ultra-high net worth or high net worth market. Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverages the specialists on their team in order to provide interdisciplinary expertise for our most complex clients. Responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Responsible for engaging in aggressive business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver significant results. Act as relationship manager for specific portfolio of clients and ensure every client has a positive experience. Perform role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan. Exceed the expectations of J.P. Morgan clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer, etc.). Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.

Requirements: Bachelors degree required, MBA, JD, CFP, CFTA, CIMA or CFA strongly preferred. 7+ years experience in private banking/wealth management developing business with ultra high net worth and/or high net worth individuals and families. Thorough knowledge of specific geographic market. Established network of COIs (centers of influence) and sources for referrals. Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date. Experience profiling and formulating strategies for potential clients.
 
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This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.
 
 

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