About the role
structured by ORIJoin a team of dynamic specialists leveraging their investments knowledge to support the advisement of high net worth clients. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
What you will do
- Support investment reviews with clients to validate the clients' current investment objectives
- Prepare recommendations of appropriate investment products
- Assist with the development of investment policy statements and advice on asset allocation
- Build excellent working relationships with internal clients
- Support coordination of sales effort with Investors
What they are looking for
- Bachelor’s degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Capital markets or institutional brokerage experience
- Ability to multi-task and manage priorities effectively
- Excellent communication skills
- Strong analytical, quantitative, and problem-solving skills
Nice to have
- Coachable professional with good "business sense" and an energetic/dynamic personality
- Ability to work both independently and as a team player
- Ability to adapt to a rapidly changing business and technology environment
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases
Before you apply
- Series 7, 66 and Insurance licenses required within 90 days of start date if unlicensed.
Full posting text
Join a team of dynamic specialists leveraging their investments knowledge to support the advisement of high net worth clients.
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.
Job Responsibilities
Support investment reviews with clients to validate the clients' current investment objectives
Prepare recommendations of appropriate investment products
Assist with the development of investment policy statements and advice on asset allocation
Build excellent working relationships with internal clients
Support coordination of sales effort with Investors
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Required Qualifications, Capabilities, and Skills
Bachelor’s degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Capital markets or institutional brokerage experience
Ability to multi-task and manage priorities effectively
Excellent communication skills
Strong analytical, quantitative, and problem-solving skills
Preferred Qualifications, Capabilities, and Skills
Coachable professional with good "business sense" and an energetic/dynamic personality
Ability to work both independently and as a team player
Ability to adapt to a rapidly changing business and technology environment
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases