J.P. Morgan Wealth Management- Vice President Advisor Concierge

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs. As an Advisor Concierge with J.P. Morgan Advisors, you will serve as the dedicated, single point of contact for advisors in a given location, making connections for the advisor across Product, Service or Technology. You will answer advisor questions directly as well as connect advisors to the appropriate specialists, if needed. You will provide white glove concierge service for advisors and will connect advisors to 4 dedicated product specialists based on their location: Investments, Banking, Lending and Wealth Planning & Advice (WP&A). You will also troubleshoot issues across technology, assisting advisors so they can focus on clients. To be successful in this role, you will need to understand advisor behavior and needs, be knowledgeable of the evolving product and service landscape, and c...