U.S. Private Bank - Investment Specialist - Executive Director
a day ago
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OnsiteFull-timeSenior
Summary
JPMorganChase is seeking an Investment Specialist - Executive Director to join their U.S. Private Bank team in Fort Worth, TX. The role involves providing investment solutions to clients and enhancing client relationships.
About the Role
As an Investment Specialist in the U.S. Private Bank, you will conduct investment reviews, develop investment policy statements, close sales of complex investment products, and coordinate with Capital Advisors and Wealth Advisors. You will also build strong relationships with internal clients and provide guidance to junior staff while adhering to policies regarding securities transactions.
About You
Required:
- Bachelor's degree required.
- Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days of start date.
- Seven plus years of experience in Private Banking or Financial Services industry.
- Demonstrated understanding of wealth management including credit, deposits, trust, and financial planning.
Preferred:
- MBA or CFA preferred.
- Prior experience providing complex investment solutions to individuals.
- In-depth experience and/or knowledge of hedge funds, private equity, and alternative investments.
- Ability to execute trades smoothly and manage brokerage activity.
- Sales experience including profiling, overcoming objections, negotiation, team selling, closing sales, and asking for referrals.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.
Fort Worth, TX