U.S. Private Bank - Investment Specialist - Executive Director

JPMorganChase • Summit, NJ

6d

About The Position

The U.S. Private Bank is seeking an Investment Specialist - Executive Director to conduct investment reviews with clients, develop investment policy statements, and advise on asset allocation. This role involves closing sales of complex investment products, supporting sales efforts with internal partners, and serving as a primary resource for investment communication with qualified purchaser clients. The position requires building strong internal relationships and adhering to all relevant policies and procedures. Guidance will also be provided to junior staff.

Requirements

• Bachelor’s 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
• 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

Nice To Haves

• MBA or CFA preferred
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Executive