JPMorgan Chase Wealth Management - Private Bank - Investment Specialist - Vice President or Executive Director in Houston, Texas
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
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.
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
Seven plus years experience in Private Banking or Financial Services industry
Ideal candidate has prior experience providing complex investment solutions to High Net Worth families and/or individuals
Licenses 7, 63 required for position
Bachelors degree required; MBA or CFA preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.