Wealth Management - Private Bank - Investment Specialist - Associate - San Francisco, CA in San Francisco

Wealth Management - Private Bank - Investment Specialist - Associate - San Francisco, CA
JPMorgan Chase & Co.
San Francisco CA USA

Job Details

Updated on 2019-04-19
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
 
J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.
 
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
 
The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.
 
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
Desirable Attributes:
  • 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
 
 
 
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Wealth Management - Private Bank - Investment Specialist - Associate - San Francisco, CA
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