Asset Management - Real Estate Private Wealth Investment Specialist - Vice President
On-site · New York City, New York, United States
Job Summary
Asset Management - Real Estate Private Wealth Investment Specialist (Vice President) in Real Estate Americas, JP Morgan Private Markets. Responsible for raising assets and growing Real Estate Americas assets through collaboration with JP Morgan US Funds and Private Bank, developing and executing a sales strategy, positioning real estate solutions to RIAs and broker-dealer partners, and ensuring regulatory compliance in investor communications. Requires deep knowledge of real estate investment management, ability to translate insights into client materials and presentations, and strong relationship-building with external clients and internal teams.
Required Qualifications
- 5+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment
- Extensive background and definable success in working with financial intermediaries in the wealth channels
- Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan
- Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews
- Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants
- Proven organizational skills and success in territory and client management
- Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning
- Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals
- Excellent communication skills for effective collaboration with stakeholders and delivering clear client support
- Experience in fostering team collaboration and ensuring alignment with strategic goals
- Strong understanding and interest in real estate investment management
- Series 7 and Series 3 certifications required (or willingness to obtain)
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