U.S. Private Bank - Investment Specialist - Vice President/Executive Director
JPMorgan Chase & Co., New York, NY, United States
As an Investment Specialist 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
Close 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, Skills
Bachelor’s degree required; MBA or CFA preferred
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Ten plus years’ 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, Skills
Extensive experience providing complex investment solutions to individuals
In-depth experience and/or knowledge of hedge funds, private equity and alternative investments
Able 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
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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
Close 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, Skills
Bachelor’s degree required; MBA or CFA preferred
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Ten plus years’ 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, Skills
Extensive experience providing complex investment solutions to individuals
In-depth experience and/or knowledge of hedge funds, private equity and alternative investments
Able 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
#J-18808-Ljbffr