U.S. Private Bank – Investment Specialist – Executive Director

Testing Site - JPMC; Austin (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking an Investment Specialist to help Advisors win new clients and deepen relationships by advising on investment solutions. You will work with a team across markets and functions to elevate client outcomes.

The role emphasizes conducting reviews, asset allocation, and closing sales of complex investment products while ensuring adherence to policies and guiding junior staff. Strong licensing and 7+ years of experience are preferred.

Qualifications

• Bachelor’s degree required; MBA or CFA preferred.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days of start date.
• Seven+ years’ experience in Private Banking or Financial Services.
• Demonstrated understanding of wealth management including credit, deposits, trust and financial planning.

Responsibilities

• Conduct investment reviews with clients to validate objectives and prepare recommendations.
• Develop investment policy statements and advise on asset allocation.
• Close sales of complex investment products.
• Coordinate sales efforts 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 knowledge

Client relationship management

Sales and advisory skills

Education

Bachelor’s degree

MBA or CFA preferred

Tools

Licensing (Series 7, 66)

Insurance licenses

Job description

We are actively looking for 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. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job 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

Required Qualifications, Capabilities, Skills

• 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

Preferred Qualifications, Capabilities, Skills

• Ideal candidate has prior experience providing complex investment solutions to individuals
• 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