US Private Bank - Head of Investments and Advice - Managing Director
US Private Bank - Head of Investments and Advice - Managing Director
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Posting Description
We are actively looking for exceptionally talented individuals who are collaborative confident and motivated to provide a firstclass experience to clients within J.P. Morgans U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets businesses and functions to provide you with the opportunity to take your career to the next level.
As the Head of Investments and Advice in the U.S. Private Bank you will lead the Investor team within the respective market and manage responsibilities as a Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager you will help drive the overall priorities of the Investor team. Furthermore you will play a key role in coordinating sales initiatives with Capital Advisors Fiduciary Administrators and Wealth Advisors.
Job Responsibilities
- Keep up to date with markets investments and new solutions
- Hold weekly Investor team meeting to communicate information priorities identify target client opportunities appropriate for sales and investment priorities etc.
- Execute and measure a sales and risk management process to achieve numerous business goals
- Actively engage with Investors in preparing for client and prospect meetings as well as post call debriefs
- Create schedule lead internal training sessions about investments and new products
- Implement standards around client experience relating to investments throughout entire sales and relationship continuum (initial meeting/pitch portfolio management ongoing advice client review)
- Partner with Market Manager on various items including: executing market strategy to achieve business results assessing current landscape and strategy to prosecute opportunities within the market sales management (NNC Flows AUM Priorities etc.
Required Qualifications Capabilities and Skills
- Bachelors degree required
- Ten plus years of experience in Private Banking or Financial Services industry.
- Prior experience providing complex investment solutions to Ultra and High Net Worth families and/or individuals.
- FINRA Series 7 66 9 10 and Insurance licenses required for position; however unlicensed candidates considered but required to obtain licenses within 120 days of start date
Preferred Qualifications Capabilities and Skills
- MBA or CFA preferred
- Sales experience including: profiling overcoming objections negotiation team selling approach closing the sale and asking for referrals.
- Meaningful experience and/or knowledge of hedge funds private equity and alternative investments.
- Able to execute trades smoothly and seamlessly in regard to executing and managing brokerage activity.
- Demonstrated understanding of wealth management including but not limited to: credit deposits trust and financial planning.
Required Experience:
Director
Employment Type
Full-Time
