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Job description
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 in the U.S. Private Bank, 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.
Close 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, And Skills
Bachelor’s degree required.
Series 7, 66 and Insurance licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
Seven plus years of 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, And Skills
MBA or CFA preferred.
Prior experience providing complex investment solutions to individuals.
In depth experience and/or knowledge of hedge funds, private equity and alternative investments.
Ability 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.
Benefits
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. Additional details about total compensation and benefits will be provided during the hiring process.
About the Company
JPMorgan Chase is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
About The Team
J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Equal Opportunity Employer Statement
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
EEO Statement
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.