Wealth Management - Private Bank - Investment Specialist - ED - New York
J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.
As part of our team of specialists, the Investment Specialist is responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advising on investment solutions.
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
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
Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors
Provide guidance to junior staff
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
Conducts operations within FINRA and other regulatory agency guidelines and requirements
Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Ability to work in a team based environment
Bachelors degree required; MBA or CFA preferred
Series 7 & 63 required for position
Seven plus years’ experience in Private Banking or Financial Services industry
Ideal candidate has prior experience providing complex investment solutions to individuals
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