JPMorganChase
U.S. Private Bank- Investment Specialist- Vice President
JPMorganChase, New York, New York, us, 10261
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U.S. Private Bank- Investment Specialist- Vice President
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JPMorganChase Continue with Google Continue with Google 2 days ago Be among the first 25 applicants Join to apply for the
U.S. Private Bank- Investment Specialist- Vice President
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JPMorganChase Primary Function
If the following job requirements and experience match your skills, please ensure you apply promptly.
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Description
Primary Function
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
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 Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors 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 Provide guidance to junior staff
Required Qualifications, Capabilities, Skills
Bachelor’s degree required; MBA or CFA preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Ten plus years’ experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, Skills
Extensive experience providing complex investment solutions to individuals 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
ABOUT US
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
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.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales Referrals increase your chances of interviewing at JPMorganChase by 2x Sign in to set job alerts for “Vice President of Investment” roles. Continue with Google Continue with Google Continue with Google Continue with Google New York City Metropolitan Area 5 days ago New York, NY $250,000 - $250,000 2 days ago New York, NY $175,000 - $225,000 7 months ago New York City Metropolitan Area $175,000 - $200,000 2 weeks ago Investment Banking Asset Management Senior Associate/Vice President - New York New York, NY $225,000 - $275,000 3 weeks ago Investment Banking Vice President, Consumer/Retail, New YorkInvestment Banking M&A Senior Associate / Vice President - New York New York, NY $250,000.00 - $275,000.00 1 week ago Vice President, Investment Banking - Digital InfrastructureSVP, Investment Counselor - Citi Private Bank New York, NY $211,280.00 - $316,920.00 4 days ago New York, NY $180,000.00 - $225,000.00 2 weeks ago VP of Syndicate for Investment Grade SyndicateVice President - Investment Banking, M&A - Secondary Advisory New York, NY $275,000.00 - $350,000.00 4 days ago Vice President, Mergers & Acquisitions Investment Banking New York, NY $173,300.00 - $359,900.00 2 days ago Senior Vice President, Investments - Infrastructure Credit New York, NY $175,000.00 - $215,000.00 2 weeks ago New York, NY $140,000.00 - $200,000.00 1 week ago Newark, NJ $180,000.00 - $210,000.00 3 hours ago Vice President, Investment and Corporate Banking Advisory Compliance Officer- Americas (“ICBA”) New York, NY $140,000.00 - $190,000.00 1 week ago New York, NY $150,000.00 - $250,000.00 5 days ago VP, Capital Raising and Business DevelopmentPrivate Credit Investment Specialist Vice President New York, NY $150,000 - $225,000 1 week ago New York, NY $142,320 - $213,480 6 days ago Vice President, Investment Banking - FIG (Insurance)Vice President - Lead Investment Banker - Real Estate Securitization and Capital Markets New York, NY $173,300 - $359,900 2 days ago Vice President, Alternatives Strategic Partnerships & Business Strategy New York, NY $125,000 - $180,000 2 weeks ago Vice President, Product Management and Investor Relations, Alternative CreditCapital and Liquidity Policy- New York – Vice President (Securitization & Banking Book Equity)VP, Investment Management Architect (Hybrid - Flexible Options) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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U.S. Private Bank- Investment Specialist- Vice President
role at
JPMorganChase Continue with Google Continue with Google 2 days ago Be among the first 25 applicants Join to apply for the
U.S. Private Bank- Investment Specialist- Vice President
role at
JPMorganChase Primary Function
If the following job requirements and experience match your skills, please ensure you apply promptly.
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Description
Primary Function
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
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 Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors 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 Provide guidance to junior staff
Required Qualifications, Capabilities, Skills
Bachelor’s degree required; MBA or CFA preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Ten plus years’ experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, Skills
Extensive experience providing complex investment solutions to individuals 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
ABOUT US
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
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.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales Referrals increase your chances of interviewing at JPMorganChase by 2x Sign in to set job alerts for “Vice President of Investment” roles. Continue with Google Continue with Google Continue with Google Continue with Google New York City Metropolitan Area 5 days ago New York, NY $250,000 - $250,000 2 days ago New York, NY $175,000 - $225,000 7 months ago New York City Metropolitan Area $175,000 - $200,000 2 weeks ago Investment Banking Asset Management Senior Associate/Vice President - New York New York, NY $225,000 - $275,000 3 weeks ago Investment Banking Vice President, Consumer/Retail, New YorkInvestment Banking M&A Senior Associate / Vice President - New York New York, NY $250,000.00 - $275,000.00 1 week ago Vice President, Investment Banking - Digital InfrastructureSVP, Investment Counselor - Citi Private Bank New York, NY $211,280.00 - $316,920.00 4 days ago New York, NY $180,000.00 - $225,000.00 2 weeks ago VP of Syndicate for Investment Grade SyndicateVice President - Investment Banking, M&A - Secondary Advisory New York, NY $275,000.00 - $350,000.00 4 days ago Vice President, Mergers & Acquisitions Investment Banking New York, NY $173,300.00 - $359,900.00 2 days ago Senior Vice President, Investments - Infrastructure Credit New York, NY $175,000.00 - $215,000.00 2 weeks ago New York, NY $140,000.00 - $200,000.00 1 week ago Newark, NJ $180,000.00 - $210,000.00 3 hours ago Vice President, Investment and Corporate Banking Advisory Compliance Officer- Americas (“ICBA”) New York, NY $140,000.00 - $190,000.00 1 week ago New York, NY $150,000.00 - $250,000.00 5 days ago VP, Capital Raising and Business DevelopmentPrivate Credit Investment Specialist Vice President New York, NY $150,000 - $225,000 1 week ago New York, NY $142,320 - $213,480 6 days ago Vice President, Investment Banking - FIG (Insurance)Vice President - Lead Investment Banker - Real Estate Securitization and Capital Markets New York, NY $173,300 - $359,900 2 days ago Vice President, Alternatives Strategic Partnerships & Business Strategy New York, NY $125,000 - $180,000 2 weeks ago Vice President, Product Management and Investor Relations, Alternative CreditCapital and Liquidity Policy- New York – Vice President (Securitization & Banking Book Equity)VP, Investment Management Architect (Hybrid - Flexible Options) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr