U.S. Private Bank- Investment Specialist- Vice ...

OverviewAs 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 ResponsibilitiesConduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment productsDevelop investment policy statements and advise on asset allocationCloses sales of complex investment productsSupport coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communicationBuild excellent working relationships with internal clientsAdhere to internal and external policies and procedures regarding securities transactions and code of conductProvide guidance to junior staffRequired Qualifications, Capabilities, SkillsBachelor's degree required; MBA or CFA preferredSeries 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start dateTen plus years' experience in Private Banking or Financial Services industryDemonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planningPreferred Qualifications, Capabilities, SkillsExtensive experience providing complex investment solutions to individualsIn depth experience and/or knowledge of hedge funds, private equity and alternative investmentsAble to execute trades smoothly and seamlessly and tasked with managing brokerage activitySales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referralsJPMorganChase, one of the oldest financial institutions, offers 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.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.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.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransBase Pay/SalaryNew York,NY $170,000.00 - $285,000.00 / year #J-18808-Ljbffr

Created: 2025-09-17