U.S. Private Bank - Investment Specialist - Vice President
Not Disclosed•Full-TimeOn-site
location_onHelen Diller Civic Center North Playground, Civic Center Plaza, Civic Center, San Francisco, California, 94102, United States
About the Team
J.P. Morgan, one of the oldest financial institutions with a history spanning over 200 years, offers innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients. As a leader in investment banking, commercial banking, and asset management, the firm is built on the strength of its diverse global workforce.
Within the U.S. Private Bank, we are actively seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. This role offers the opportunity to work alongside a team of talented colleagues from other markets, businesses, and functions, fostering an environment where you can take your career to the next level.
About the Role
As an Investment Specialist in the U.S. Private Bank, you will serve as a strategic partner to Bankers, helping to win new clients and deepen existing relationships through expert advisement on investment solutions. You will act as the primary resource for investment communication, focusing on qualified purchaser clients.
In this entrepreneurial role, you will collaborate with Capital Advisors, Trust Officers, and Wealth Advisors to coordinate sales efforts. Your day-to-day involves conducting investment reviews to validate client objectives, developing investment policy statements, advising on asset allocation, and closing sales of complex investment products. You will also provide guidance to junior staff and build excellent working relationships with internal clients while adhering to strict internal and external policies regarding securities transactions.
Hiring Process
Candidates with an entrepreneurial mindset who are looking to constantly challenge themselves are encouraged to apply. The application process will include further details regarding the specific steps and timeline for selection.
Equal Opportunity & Culture
We recognize that our people are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans. We place a high value on diversity and inclusion and 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.
We are committed to making reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. For more information about requesting an accommodation, please visit our FAQs.
Work location
Work model: On-site
Helen Diller Civic Center North Playground, Civic Center Plaza, Civic Center, San Francisco, California, 94102, United States
San Francisco, California
Key Responsibilities
- check_circleConduct investment reviews with clients to validate objectives and prepare recommendations
- check_circleDevelop investment policy statements and advise on asset allocation
- check_circleClose sales of complex investment products
- check_circleAct as primary resource for investment communication with qualified purchaser clients
- check_circleBuild and maintain excellent working relationships with internal clients
- check_circleSupport coordination of sales efforts with Capital Advisors, Trust Officers, and Wealth Advisors
- check_circleProvide guidance and mentorship to junior staff members
Requirements
- verifiedBachelor's degree required
- verifiedSeries 7, 66 and Insurance licenses required
- verifiedSeven plus years of experience in Private Banking or Financial Services industry
- verifiedDemonstrated understanding of wealth management including credit, deposits, trust and financial planning
Nice to Have
MBA or CFA. 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 manage brokerage activity. Sales experience including profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals.
Benefits & Perks
check_circleComprehensive health care coveragecheck_circleOn-site health and wellness centerscheck_circleRetirement savings plancheck_circleBackup childcareTuition reimbursement
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