JPMorgan Chase Wealth Management - Private Bank - Investment Specialist - Vice President - Midwest in Chicago, Illinois
JPMorgan Chase & Co at https://careers.jpmorgan.com/careers/why-us . is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking .
J.P. Morgan Asset & Wealth Management is made up of the Asset Management at https://careers.jpmorgan.com/careers/divisions/asset-management and Wealth Management at https://careers.jpmorgan.com/careers/divisions/wealth-management
As part of our team of specialists, the Investor is responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advising on investment solutions.
Able to provide customized solutions using complex investment products
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: 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
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.