U.S. Private Bank – Investment Specialist – Vice President Position Available In Palm Beach, Florida
Tallo's Job Summary: We are seeking an Investment Specialist - Vice President for J.P. Morgan's U.S. Private Bank in Palm Beach, US-FL. This permanent role requires a Bachelor's degree, Series 7, 66, and Insurance licenses, with seven plus years of experience in Private Banking or Financial Services. The position involves conducting investment reviews, developing investment policy statements, and closing sales of complex investment products. Join our team for a rewarding career in finance.
Job Description
Location:
Palm Beach, US-FL
Rate:
Not Specified
Type:
Permanent U.S. Private Bank – Investment Specialist – Vice President 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
- 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 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 JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skil…
Rate:
Not Specified
Location:
Palm Beach, US-FL
Type:
Permanent
Industry:
Finance
Recruiter:
JPMorgan Chase Bank, N.A.
Contact:
Not Specified
Email:
to view click here
Reference:
210599139
Posted:
2025-04-20 08:10:34 –
