Wealth Management - Private Bank - Investment Specialist - Associate - Philadelphia, PA

JP Morgan Chase - Philadelphia, PA (30+ days ago)3.9


JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized in February 2015 by Euromoney as the #1 Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.

Primary Function:
Provide support to Investors in all facets. The Investor is responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advising on investment solutions.
Support investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
Assist with development of investment policy statements and advice on asset allocation
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 Investors

Coachable professional with good "business sense" and an energetic/dynamic personality
Ability to work both independently and as a team player
Excellent communication skills, both written and oral
Strong analytical and quantitative skills
Ability to multi-task and manage priorities effectively
Ability to adapt to a rapidly changing business and technology environment
Exceptional problem-solving skills
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
Ability to learn proprietary software and databases

Position Requirements:
Bachelors degree required
Series 7 & 63 required for position
Capital markets or institutional brokerage experience