US Private Bank - Investment Specialist - Vice President
US Private Bank - Investment Specialist - Vice President
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
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job 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 an Investment Specialist in the U.S. Private Bank you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
- Conduct investment reviews with clients to validate the clients current investment objectives and prepare recommendations of appropriate investment products
- Develop investment policy statements and advise on asset allocation
- Closes sales of complex investment products
- Support coordination of sales effort with Capital Advisors Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
- Build excellent working relationships with internal clients
- Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
- Provide guidance to junior staff
Required Qualifications Capabilities and Skills
- Bachelors degree required
- Series 7 66 and Insurance licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
- Seven plus years of experience in Private Banking or Financial Services industry
- Demonstrated understanding of wealth management including but not limited to: credit deposits trust and financial planning
Preferred Qualifications Capabilities and Skills
- MBA or CFA preferred
- Prior experience providing complex investment solutions to individuals
- In depth experience and/or knowledge of hedge funds private equity and alternative investments
- Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
- Sales experience including: profiling overcoming objections negotiation team selling approach closing the sale and asking for referrals
Required Experience:
Chief
Employment Type
Full-Time
