Job Snapshot
Location:
Melville, NY 11747
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Industry:
Banking - Financial Services
Manages Others:
Not Specified
Experience:
Not Specified
Division:
Human Resources
Contact Information
Description
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.2 trillion and operations in more than 60 countries. Asset Management provides investment and wealth management services to institutional, high net worth and retail investors and their advisors. For wealthy individuals and families, J.P. Morgan offers personalized financial solutions that integrate investment management, capital markets, trust and banking.
Private Wealth Management is J.P.Morgan's comprehensive wealth management solution for high net worth clients. Combining the deep capabilities of a leading global financial institution with the intimacy of a boutique firm, Private Wealth Management has 86 offices across the United States. Our model is designed to preserve and grow our clients' wealth through a disciplined investments approach, estate planning and tailored banking and credit solutions.
Primary Function
Provide support Investors in all facets. The Investor is responsible for helping the Wealth Manager 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
Requirements
Qualifications
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
Sales/originator capabilities
Series 7 & 63 required for position
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