Investor - J.P. Morgan Private Bank Job Listing at J.P. Morgan in OK, Oklahoma

Finance

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products tohigh net worth and ultra-high net worth individuals and families in 36 countries around the world. The Private Bank addresses every facet of wealth management from investment management and brokerage to tax and estate planning, credit, capital raising, and specialty wealth advisory services. The bank prides itself on delivering creative, customized solutions to clients in a way that is tailored to their individual needs. 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, Fiduciary Administrators and Wealth Advisors Provide guidance to junior staff