Investor - Private Wealth Management - St. Louis, MO

Description JPMorgan Private Wealth Management
Investor Job 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
As part of our team of specialists, the Investor is responsible for helping the Wealth Manager 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, Fiduciary Administrators and Wealth Advisors

Provide guidance to junior staff

Requirements 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 experience in Wealth Management 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

Bachelors degree required; MBA or CFA preferred

 
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
 
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.