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Wealth Management - Investor - Private Bank - Managing Director - Greenwich, CT

Req #: 180039579
Location: Greenwich, CT, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 7000 US Dollar (USD)
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
 
J.P. Morgan Asset & Wealth Management is made up of the Asset Management and Wealth Management
 
Our Team
  • As part of our team of specialists, the Investment Specialist is responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advising on investment solutions.
  • 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
  • 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
  • Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors
  • Provide guidance to junior staff
 
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
 
 
Position Requirements
  • Bachelors degree required; MBA or CFA preferred
  • Series 7 & 63 required for position
  • Seven plus years’ experience in Private Banking or Financial Services industry
  • Ideal candidate has prior experience providing complex investment solutions to individuals
 
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