Job Description
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, 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
JPMorganChase, one of the oldest financial institutions, offers innovative
financial solutions to millions of consumers, small businesses and many of the
world’s most prominent corporate, institutional and government clients under the
J.P. Morgan and Chase brands. Our history spans over 200 years and today we are
a leader in investment banking, consumer and small business banking, commercial
banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined
based on the role, experience, skill set and location. Those in eligible roles
may receive commission-based pay and/or discretionary incentive compensation,
paid in the form of cash and/or forfeitable equity, awarded in recognition of
individual achievements and contributions. We also offer a range of benefits and
programs to meet employee needs, based on eligibility. These benefits include
comprehensive health care coverage, on-site health and wellness centers, a
retirement savings plan, backup childcare, tuition reimbursement, mental health
support, financial coaching and more. Additional details about total
compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring
to our global workforce are directly linked to our success. We are an equal
opportunity employer and place a high value on diversity and inclusion at our
company. We do not discriminate on the basis of any protected attribute,
including race, religion, color, national origin, gender, sexual orientation,
gender identity, gender expression, age, marital or veteran status, pregnancy or
disability, or any other basis protected under applicable law. We also make
reasonable accommodations for applicants’ and employees’ religious practices and
beliefs, as well as mental health or physical disability needs. Visit our FAQs
[ for more information about
requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including
Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment
management and private banking solutions. Asset Management provides individuals,
advisors and institutions with strategies and expertise that span the full
spectrum of asset classes through our global network of investment
professionals. Wealth Management helps individuals, families and foundations
take a more intentional approach to their wealth or finances to better define,
focus and realize their goals.
Job Tags
Full time