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 work alongside a team of talented colleagues from various markets, businesses, and functions, providing opportunities to advance your career. Job Responsibilities Conduct investment reviews with clients to validate their current investment objectives and prepare recommendations for appropriate investment products. Develop investment policy statements and advise on asset allocation. Close sales of complex investment products. Support sales efforts with Capital Advisors, Trust Officers, and Wealth Advisors, focusing on qualified purchaser clients, acting as the 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; unlicensed candidates considered but must obtain licenses within 90 days of start date. Seven+ years of experience in Private Banking or Financial Services industry. Demonstrated understanding of wealth management including 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 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, and referrals. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and prominent clients worldwide. Our history spans over 200 years, and 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, potential commissions, discretionary incentives, and benefits such as health coverage, wellness centers, retirement plans, childcare, tuition reimbursement, mental health support, and financial coaching. Additional details will be provided during the hiring process. We value diversity and are an equal opportunity employer, committed to inclusion and nondiscrimination based on protected attributes. We also provide reasonable accommodations for religious practices, mental health, and physical disabilities. For more information, visit our FAQs about requesting accommodations. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.
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