Chase · 3 months ago
U.S. Private Bank - Investment Specialist - Executive Director
1900 N Akard St, Dallas, TX, 75201, US
Full-time
Onsite
Mid, Senior Level
7+ years expChase is actively looking for exceptionally talented individuals to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. As an Investment Specialist, you will help win new clients and strengthen existing relationships through advisement on investment solutions.
BankingFinancial Services
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
Qualification
Required
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
Seven 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
Ideal candidate has prior 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
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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