Private Banking Investment Specialist - Wealth Growth

Testing Site - JPMC; Dallas (TX); In loco; USD 120.000 - 160.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan's U.S. Private Bank in Dallas seeks an Investment Specialist to help bankers win new clients and deepen relationships through investment advisement.

You will conduct reviews, develop policy statements and advise on asset allocation while coordinating with Capital Advisors and Wealth Advisors. Requires Series 7/66 and insurance licenses, a bachelor’s degree, and 7+ years in Private Banking or Financial Services. MBA/CFA preferred.

Competenze

• 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.
• Seven 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

Mansioni

• 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

Conoscenze

Wealth management

Sales experience

Client advisory

Leadership

Formazione

Bachelor's degree

MBA

CFA

Strumenti

Series 7 license

Series 66 license

Insurance licenses

Descrizione del lavoro

J.P. Morgan's U.S. Private Bank in Dallas seeks an Investment Specialist to help bankers win new clients and deepen relationships through investment advisement.

You will conduct reviews, develop policy statements and advise on asset allocation while coordinating with Capital Advisors and Wealth Advisors. Requires Series 7/66 and insurance licenses, a bachelor’s degree, and 7+ years in Private Banking or Financial Services. MBA/CFA preferred.