U.S. Private Banker - Investment Specialist - Vice President

About the role

We are seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. You will work alongside a team of talented colleagues from other markets, businesses, and functions, offering opportunities to advance your career. As an Investment Specialist, you will help the Banker win new clients and deepen existing client relationships through advisement on investment solutions.

Responsibilities

• Conduct investment reviews with clients to validate their 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 efforts with Capital Advisors, Trust Officers, and Wealth Advisors
• Focus on qualified purchaser clients and act as the 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

Requirements

• Bachelor’s degree required
• Series 7, 66, and Insurance licenses required for the position; unlicensed candidates considered but must obtain licenses within 90 days of start date
• Seven plus years of 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

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In-depth experience and/or knowledge of hedge funds, private equity, and alternative investments
• Ability to execute trades smoothly and manage brokerage activity
• Sales experience, including profiling, overcoming objections, negotiation, team selling, closing sales, and asking for referrals

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Pay

Competitive total rewards package including base salary determined based on role, experience, skill set, and location. 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.