1+ months

AWM - Private Bank - Investment Specialist - Vice President - Houston, TX

Houston, TX 77002
  • Job Code
    210349674

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank advises the world™s wealthiest families and helps them achieve their desired goals. Our teams of Bankers deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Primary Function

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

  • 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

Qualifications

  • 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
  • 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

  • Seven plus years of experience in Private Banking or Financial Services industry
  • Ideal candidate has prior experience providing complex investment solutions to ultra high net worth (UHNW) families and/or individuals
  • Series 7, 66 and Insurance Licenses are required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date
  • Bachelors degree required; MBA or CFA preferred

Keyword: consumer%20banking

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank advises the world™s wealthiest families and helps them achieve their desired goals. Our teams of Bankers deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Primary Function

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

  • 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

Qualifications

  • 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
  • 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

  • Seven plus years of experience in Private Banking or Financial Services industry
  • Ideal candidate has prior experience providing complex investment solutions to ultra high net worth (UHNW) families and/or individuals
  • Series 7, 66 and Insurance Licenses are required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date
  • Bachelors degree required; MBA or CFA preferred

Keyword: consumer%20banking
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants™ and employees™ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the œWELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm™s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm™s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans
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.‹

Categories

Posted: 2022-09-30 Expires: 2022-12-28

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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AWM - Private Bank - Investment Specialist - Vice President - Houston, TX

JPMorgan Chase & Co.
Houston, TX 77002

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