Global Investment Specialist - JP Morgan Private Bank - High Net Worth Job Listing at J.P. Morgan in CA, California (Job ID 120052654)

Finance

JPMorgan Private Banking Investor Job Description JP Morgan Chase Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. J.P. Morgan is a global leader in asset and wealth management services. We serve four distinct client groups through three businesses: institutions and retail clients through J.P. Morgan Asset Management; ultra high net worth clients through the Private Bank; and high net worth clients through Private Wealth Management. With assets under supervision of $1.7 trillion and assets under management of $1.2 trillion, we are one of the largest asset and wealth managers in the world. J.P. Morgan Private Banking, which includes both the Private Bank and Private Wealth Management businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized in February 2010 by Euromoney as the#1 Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states. 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