Wealth Management - Private Bank - Investment Specialist - Executive Director - Dallas, Texas
Posted on: 19 Feb 2021
Dallas, TX
Job Description
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
* Seven plus years of experience in Private Banking or Financial Services industry
* Ideal candidate has prior experience providing complex investment solutions to High Net Worth families and/or individuals
* Licenses 7, 66 required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date
* Bachelors degree required; MBA or CFA preferred
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
