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Job description
U.S. Private Bank – Investment Specialist – Vice President
Austin, TX, United States
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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
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Worksite address
austin, TX, 78716, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.