JPMorganChase
U.S. Private Bank – Investment Specialist – Vice President
JPMorganChase, Austin, Texas, us, 78716
U.S. Private Bank – Investment Specialist – Vice President
role at
JPMorganChase
J.P. Morgan is actively seeking 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. The Investment Specialist will work alongside a diverse team of colleagues from across the firm to help bankers acquire new clients and deepen existing relationships through investment advisory.
Job Responsibilities
Conduct investment reviews with clients to validate their objectives and recommend appropriate investment products.
Develop investment policy statements and advise on asset allocation.
Close sales of complex investment products.
Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors.
Focus on qualified purchaser clients and serve as the 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.
Provide guidance to junior staff.
Required Qualifications, Capabilities, Skills
Bachelor’s degree required; MBA or CFA preferred.
Series 7, 66 and Insurance licenses required; unlicensed candidates considered but must obtain the licenses within 90 days of start date.
Seven or more years of experience in Private Banking or the Financial Services industry.
Demonstrated understanding of wealth management, including credit, deposits, trust, and financial planning.
Preferred Qualifications, Capabilities, Skills
Prior experience providing complex investment solutions to individuals.
In‑depth knowledge of hedge funds, private equity, and alternative investments.
Ability to execute trades smoothly and manage brokerage activity.
Sales experience that includes profiling, overcoming objections, negotiation, team selling, closing the sale, and asking for referrals.
Benefits and Compensation Base salary is determined based on role, experience, skill set, and location. Compensation may include commission‑based pay and/or discretionary incentive compensation, paid as cash and/or forfeitable equity. JPMorganChase offers 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. Detailed compensation information will be provided during the hiring process.
Equal Opportunity Employer JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. 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.
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role at
JPMorganChase
J.P. Morgan is actively seeking 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. The Investment Specialist will work alongside a diverse team of colleagues from across the firm to help bankers acquire new clients and deepen existing relationships through investment advisory.
Job Responsibilities
Conduct investment reviews with clients to validate their objectives and recommend appropriate investment products.
Develop investment policy statements and advise on asset allocation.
Close sales of complex investment products.
Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors.
Focus on qualified purchaser clients and serve as the 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.
Provide guidance to junior staff.
Required Qualifications, Capabilities, Skills
Bachelor’s degree required; MBA or CFA preferred.
Series 7, 66 and Insurance licenses required; unlicensed candidates considered but must obtain the licenses within 90 days of start date.
Seven or more years of experience in Private Banking or the Financial Services industry.
Demonstrated understanding of wealth management, including credit, deposits, trust, and financial planning.
Preferred Qualifications, Capabilities, Skills
Prior experience providing complex investment solutions to individuals.
In‑depth knowledge of hedge funds, private equity, and alternative investments.
Ability to execute trades smoothly and manage brokerage activity.
Sales experience that includes profiling, overcoming objections, negotiation, team selling, closing the sale, and asking for referrals.
Benefits and Compensation Base salary is determined based on role, experience, skill set, and location. Compensation may include commission‑based pay and/or discretionary incentive compensation, paid as cash and/or forfeitable equity. JPMorganChase offers 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. Detailed compensation information will be provided during the hiring process.
Equal Opportunity Employer JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. 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.
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