VP, Private Wealth Investment Strategist

Testing Site - JPMC; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Testing Site - JPMC is seeking an Investment Specialist in the U.S. Private Bank to assist the Banker in winning new clients and deepening existing relationships through advisory on investment solutions.

You will work with a team across markets and functions to elevate client outcomes and drive wealth-management solutions. The role involves conducting investment reviews, developing policy statements, advising on asset allocation, and closing sales of complex investment products while

Qualifications

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

Responsibilities

• Conduct investment reviews with clients to validate 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 with Capital Advisors, Trust Officers and Wealth Advisors; focus on qualified purchaser clients.
• 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

Advisement

Relationship management

Sales experience

Team collaboration

Education

Bachelor’s degree

Job description

Testing Site - JPMC is seeking an Investment Specialist in the U.S. Private Bank to assist the Banker in winning new clients and deepening existing relationships through advisory on investment solutions.

You will work with a team across markets and functions to elevate client outcomes and drive wealth-management solutions. The role involves conducting investment reviews, developing policy statements, advising on asset allocation, and closing sales of complex investment products while