U.S. Private Bank - Investment Specialist - Executive Director

Investment Advisor 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

• 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
• Ten 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

• Extensive 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 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.