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

JPMorgan Chase & Co.•Summit, NJ

About The Position

JPMorgan Chase & Co. is a leading global financial services firm with a rich history spanning over 200 years. We offer innovative financial solutions to a diverse client base, including consumers, small businesses, and prominent corporate, institutional, and government clients, operating under the J.P. Morgan and Chase brands. As a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management, we are committed to our people as our strength. We value the diverse talents of our global workforce and are an equal opportunity employer that champions diversity and inclusion. We do not discriminate on the basis of any protected attribute and provide reasonable accommodations for religious practices, beliefs, mental health, or physical disability needs. J.P. Morgan Asset & Wealth Management provides top-tier investment management and private banking solutions, with Asset Management offering global strategies across all asset classes and Wealth Management assisting individuals, families, and foundations in achieving their financial goals.

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
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