VP, Investment Specialist — Private Banking

Testing Site - JPMC; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank seeks an Investment Specialist who will help bankers win new clients and deepen relationships through advisement on investment solutions.

You will work with a diverse team across markets and functions to deliver best-in-class client experiences. Responsibilities include conducting investment reviews, developing policy statements, advising on asset allocation, closing sales of complex products, and coordinating with Capital Advisors, Trust Officers and Wealth

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
• 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

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

Investment advisement

Client relationship management

Sales experience

Wealth management knowledge

Education

Bachelor’s degree

MBA or CFA preferred

Tools

Series 7

Series 66

Insurance licenses

Job description

J.P. Morgan’s U.S. Private Bank seeks an Investment Specialist who will help bankers win new clients and deepen relationships through advisement on investment solutions.

You will work with a diverse team across markets and functions to deliver best-in-class client experiences. Responsibilities include conducting investment reviews, developing policy statements, advising on asset allocation, closing sales of complex products, and coordinating with Capital Advisors, Trust Officers and Wealth