J.P. Morgan Greenwich, Connecticut USA Jobs Careers 2022 – Apply Online for J.P. Morgan Private Bank – Investment Associate Jobs Vacancy in USA

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J.P. Morgan Greenwich, Connecticut USA Jobs 2022 – Apply Online for J.P. Morgan Private Bank – Investment Associate Job Vacancy in the USA

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J.P. Morgan Greenwich, Connecticut USA Job Vacancy 2022 Details

Name of Recruitment J.P. Morgan Greenwich, Connecticut USA Recruitment 2022
Job Location Job in Greenwich, Connecticut
Name of Job Opening J.P. Morgan Private Bank – Investment Associate Jobs  
Job Type Jobs in United States
Salary Range $ 88,856.00 Per Year 

J.P. Morgan Greenwich, Connecticut USA Jobs Description 2022

Primary Function

As part of our team of specialists, the Investment Specialist 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

  • Bachelors degree required; MBA or CFA preferred
  • Series 7 & 66 required for position
  • Seven plus years’ experience in Private Banking or Financial Services industry
  • Ideal candidate has prior experience providing complex investment solutions to individuals

About Us

JPMorgan Chase & Co., 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 recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

 

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements.  Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

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