
Global financial services firm
J.P. Morgan Wealth Management - Executive Director, Client Specialist
The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client.
As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing client’s wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell JPMorgan Chase wealth management services, and ensure the client’s wealth needs are being met.
Your new business generation will come from three primary sources:
- Bank-referred opportunities
- Existing wealth clients
- Your own business development efforts
You will take the lead in uncovering and pursuing wealth management opportunities of existing Bank clients. You will also partner with wealth advisors to help consolidate the assets of existing wealth clients. You are encouraged to generate self-sourced business as well. Client Specialists do not manage client investments or ongoing relationships.
Job Responsibilities
- Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
- Engage with Wealth Advisors on deepening existing wealth relationships
- Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and clients.
- Deliver initial wealth management counsel to prospects and clients based on their specific situation.
- Recommend customized wealth solutions and the right team to serve the client’s wealth needs.
- Effectively advance opportunities presented through a focused sales process.
- Generate new assets under management from Bank-referred opportunities, existing wealth clients, and self-sourced business development efforts
- Keep abreast of trends and strategies in wealth management
Required qualifications, capabilities, and skills
- College graduate with 7+ years of industry experience and holds the series 7 and 63 licenses.
- Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients.
- A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas.
- A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization.
- Excellent communication and presentation skills, both written and verbal.
- A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.
Preferred qualifications, capabilities, and skills
- An advanced degree such as an MBA or equivalent.
- CFP or CFA designation.
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About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
Employees
New York City
Headquarters
$500B
Valuation
Reviews
10 reviews
3.8
10 reviews
Work-life balance
3.5
Compensation
4.0
Culture
3.8
Career
3.2
Management
2.8
68%
Recommend to a friend
Pros
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
Cons
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
Salary Ranges
44 data points
Analyst
Junior/L3
Mid/L4
Senior/L5
Analyst · Analyst, Investment Banking
6 reports
$126,500
total per year
Base
$110,000
Stock
-
Bonus
-
$103,500
$201,250
Interview experience
4 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Offer rate
50%
Experience
Positive 25%
Neutral 75%
Negative 0%
Interview process
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
Common questions
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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