U.S. Private Bank - Investment Specialist - Vice President

JPMorgan Chase is seeking a Vice President - Investment Specialist for its U.S. Private Bank in Juneau, AK. The role involves advising clients on investment solutions, conducting investment reviews, and developing investment policy statements. Candidates should have a bachelor's degree, relevant licenses, and over seven years of experience in Private Banking or Financial Services. The position emphasizes collaboration and relationship-building within a diverse team.
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 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.
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 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, 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.
Seven plus years of 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, and Skills
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 seamlessly and tasked with managing brokerage activity.
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
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.

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