VP, Private Bank Investment Specialist

Aumni; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Specialist to help the Banker win new clients and deepen existing relationships through investment advisement.

You will conduct investment reviews, develop policy statements, and advise on asset allocation, while coordinating with Capital Advisors, Trust Officers and Wealth Advisors to deliver sophisticated solutions. The role requires a Bachelor's degree, Series 7/66 and insurance licenses (or ability to obtain within 90 days),

Qualifications

• Bachelor's degree required.
• Series 7 and 66 licenses; Insurance licenses required; must obtain within 90 days of start date.
• Seven plus years of 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 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

Series 7 & 66 licenses

Insurance licenses

Wealth management knowledge

Sales experience

Client relationships

Financial analysis

Education

Bachelor's degree

MBA preferred

CFA preferred

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Specialist to help the Banker win new clients and deepen existing relationships through investment advisement.

You will conduct investment reviews, develop policy statements, and advise on asset allocation, while coordinating with Capital Advisors, Trust Officers and Wealth Advisors to deliver sophisticated solutions. The role requires a Bachelor's degree, Series 7/66 and insurance licenses (or ability to obtain within 90 days),