Senior Investment Strategy Director & VP Executive

Testing Site - JPMC; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Testing Site - JPMC in New York seeks an Investment Specialist to win new clients and deepen relationships through expert advisement on investment solutions.

You will conduct reviews, develop investment policy statements, advise on asset allocation, and coordinate with Capital Advisors and Wealth Advisors to close complex investment product sales. Licenses and robust wealth-management experience are required.

Qualifications

• Bachelor's degree required; MBA or CFA preferred.
• Series 7, 66 and Insurance licenses required; 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.

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.

Skills

Wealth management

Client relationship

Sales expertise

Advisement

Education

Bachelor's degree

MBA or CFA preferred

Tools

Series 7

Series 66

Insurance licenses

Job description

Testing Site - JPMC in New York seeks an Investment Specialist to win new clients and deepen relationships through expert advisement on investment solutions.

You will conduct reviews, develop investment policy statements, advise on asset allocation, and coordinate with Capital Advisors and Wealth Advisors to close complex investment product sales. Licenses and robust wealth-management experience are required.