SC Banker (Multiple Positions Available)
DESCRIPTION:
Duties: Advise Ultra High Net Worth (UHNW) clients in the Financial Services space on personal balance sheet asset allocation, investment management, wealth planning, credit, and banking needs holistically. Co-manage and oversee growth strategy for the Greater Sarasota market to help the firm generate new assets under management (AUM) annually. Responsible for recruiting new bankers, training new hires, mentoring junior talent, and managing event planning, marketing, and branding efforts, in order to deliver exceptional investment experiences that ultimately maintain and grow client assets. Analyze clients' trusts and estates plan and their equities and fixed income exposure to provide targeted financial advice and develop technical solutions that fulfill clients' needs and objectives in the short-, medium-, and long-term through a goals-based planning approach and portfolio construction. Deliver exceptional investments experience to maintain clients' assets and continually grow them. Generate new business amongst financial sponsor and financial executive community and acquire new client assets, both from existing client base and via new client acquisition. Partner with internal specialists to provide expertise in yacht, aircraft, and art lending, connecting clients to other lines of business at the firm. Write subscription lines and private equity partner group lending. Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.
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QUALIFICATIONS:
Minimum education and experience required: Master's degree in Management, Finance, Accounting, Economics, Law, or related field of study plus five (5) years of experience in the job offered or as SC Banker, Deals Associate/Advisor, Mergers and Acquisitions (M&A) Manager, Assistant Chief Investment Officer (CIO), or related occupation. The employer will alternatively accept a Bachelor's degree in Management, Finance, Accounting, Economics, Law, or related field of study plus seven (7) years of experience in the job offered or as SC Banker, Deals Associate/Advisor, Mergers and Acquisitions (M&A) Manager, Assistant Chief Investment Officer (CIO), or related occupation.
Skills Required: This position requires five (5) years of experience with the following skills: providing financial services, including personal balance sheet asset allocation, investment management, wealth planning, credit advising, private banking, and holistic banking, to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals; prospecting UHNW individuals whose investment portfolios total at least $25 million, and converting those UHNW prospects to clients; advising clients on targeted trusts and estate planning strategy, and developing solutions for strategic portfolio construction; developing new client relationships by prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals; managing and deepening existing client relationships; and building relationships and working with professional centers of influence such as law firms, tax advisers, or the family office adviser community. This position requires five (5) years of experience with marketing the following investment products: managed portfolios; brokerage accounts; global equities; fixed income; mutual funds; ETFs; alternative investments, including private equity and hedge funds; commodities; foreign exchange; derivatives and structured products; deposit and lending products including margin loans and mortgages; and complex lending against illiquid or alternative assets. This position requires knowledge of the following: equities; fixed income; trust, estate, and succession planning concepts, including uses of trusts, corporate entities, and partnerships in personal and estate planning; and corporate trust, estate, and personal tax concepts, including personal and estate taxation. This position requires the following license(s): Series 66.
Job Location: 2 North Tamiami Trail, Sarasota, FL 34236
ABOUT US
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion