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Wealth Management - Private Bank - Investment Specialist - Vice President -Chicago

Req #: 180015705
Location: Chicago, IL, US
Job Category: Relationship Management/Sales
Job Description:

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management is made up of the Asset Management and Wealth Management

Our Team

As part of our team of specialists, the Investor is responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advising on investment solutions.

    • Able to provide customized solutions using complex investment products
    • 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
    • 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
    • Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors
    • Provide guidance to junior staff
  • 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: overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Conducts operations within FINRA and other regulatory agency guidelines and requirements
  • Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
  • Ability to work in a team based environment

Position Requirements:

  • Bachelors degree required; MBA or CFA preferred
  • Series 7 & 63 required for position 
  • Seven plus years’ experience in Private Banking or Financial Services industry
  • Ideal candidate has prior experience providing complex investment solutions to individuals

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