New job Private Bank - Investment Specialist Associate - Dallas, TX in Texas

Primary Function

As part of our team of specialists, the Investor 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

• 3 years of experience in Private Banking or Financial Services industry
• Ideal candidate has prior experience providing complex investment solutions to High/Ultra High Net Worth families and/or individuals
• Licenses 7, 63 required for position
• Bachelors degree required; MBA or CFA preferred

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans