Trust Advisor III - Private Client Services - Chicago, IL

JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan, Chase and Bank One brands, the firm serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients.



If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website: www.jpmorganchase.com.



Private Client Services (PCS) provides advice, strategies and solutions for all aspects of the financial, asset management and wealth transfer needs of high net worth clients (our target client segment is $1-25 million in net worth). PCS is dedicated to delivering an outstanding client experience by providing unbiased advice and individual solutions.


As a Trust Advisor II, you will be responsible for the development and retention of fiduciary and investment account relationships within a designated market segment. You will communicate with clients to understand their needs and use that information to provide superior customer service. You will handle a revenue producing book of business - accounts typically moderate to highly complex; function with minimal guidance; serve as the primary resource for investment communication to assigned accounts - conduct investment reviews with clients to validate the client's current investment objectives and asset allocation; and expand existing client relationships by seeking additions to accounts, upgrading them or adding new services. REQUIREMENTS
Effective use of QRMP, strong internal and external customer focus, strong written, listening and decision making skills Proven sales success, prospecting, profiling, overcoming objections, negotiation skills, team selling approach, closing the sale and asking for referrals; at least three years of related sales and relationship management experience is preferred Comprehensive knowledge of estate settlement, gifting, income, estate and generation skipping taxation and Trusts (revocable and irrevocable) with at least three years of experience with associated trust and estate documentation preferred Knowledge of banking products, investment basics and Financial Planning and Insurance Services Strong customer service skills and ability to resolve problems Knowledge of distributions, taxation, account maintenance procedures, account opening/closing, ARU and management of overdrafts Must possess a thorough understanding of fiduciary products and fundamental investment concepts such as asset allocation, diversification and multiple style management Moderate level of computer ability Knowledge of SEI Trust 3000 and SEI Invest 3000 At least 5 years fiduciary and investment experience, coupled with addressing the needs of high net worth clients Project management experience a plus

JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.



JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.