1+ months

Wealth Management - International Private Bank - Investor - EMEA Team - VP - New York, NY

New York, NY 10007
  • Job Code
    210151009

JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.

The Global Families Group works exclusively with international individuals and families who have investments, business interests and family circumstances across the United States, APAC, and EMEA. The team offers a full suite of services encompassing multi-asset class investing, customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support to clients.

Primary Function

As part of our team of specialists, the Investor is responsible for helping the Banker win new business, and to deepen and strengthen existing client relationships through advising on investment solutions. This role will be a dedicated resource to the GFG Bankers covering Europe and the Middle East.

  • Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
  • Provide clients with institutional service, advice, and cross asset class execution including equities, fixed income, derivatives, alternatives, and offer recommendations according to changing market conditions
  • Analyze, construct and manage investment portfolios, advising clients on asset allocation, tactical trading, and portfolio rebalancing and hedging strategies.
  • Develop investment policy statements and advise on asset allocation
  • 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
  • Promote a culture of teamwork and elevate the investment dialog

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
  • Willingness to travel (25%)

Position Requirements

  • 7+ years™ experience in Private Banking or Financial Services industry
  • Ideal candidate has prior experience providing complex investment solutions to Ultra High Net Worth families and/or individuals in Europe
  • FINRA Licenses 7, 63 required
  • Bachelor™s degree required; MBA or CFA preferred

Keyword: consumer%20banking

JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.

The Global Families Group works exclusively with international individuals and families who have investments, business interests and family circumstances across the United States, APAC, and EMEA. The team offers a full suite of services encompassing multi-asset class investing, customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support to clients.

Primary Function

As part of our team of specialists, the Investor is responsible for helping the Banker win new business, and to deepen and strengthen existing client relationships through advising on investment solutions. This role will be a dedicated resource to the GFG Bankers covering Europe and the Middle East.

  • Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
  • Provide clients with institutional service, advice, and cross asset class execution including equities, fixed income, derivatives, alternatives, and offer recommendations according to changing market conditions
  • Analyze, construct and manage investment portfolios, advising clients on asset allocation, tactical trading, and portfolio rebalancing and hedging strategies.
  • Develop investment policy statements and advise on asset allocation
  • 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
  • Promote a culture of teamwork and elevate the investment dialog

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
  • Willingness to travel (25%)

Position Requirements

  • 7+ years™ experience in Private Banking or Financial Services industry
  • Ideal candidate has prior experience providing complex investment solutions to Ultra High Net Worth families and/or individuals in Europe
  • FINRA Licenses 7, 63 required
  • Bachelor™s 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.

Equal Opportunity Employer/Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.1 trillion. 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: 2021-08-02 Expires: 2022-09-30

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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Wealth Management - International Private Bank - Investor - EMEA Team - VP - New York, NY

JPMorgan Chase & Co.
New York, NY 10007

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