U.S. Private Bank – Investment Specialist – Executive Director
On-site · Austin, Texas, United States
Job Summary
Investment Specialist (Executive Director) at J.P. Morgan's U.S. Private Bank in Austin, TX. Responsible for helping bankers win new clients and deepen relationships through advisement on investment solutions, developing investment policy statements, advising on asset allocation, and closing sales of complex investment products. Collaborates with Capital Advisors, Trust Officers, and Wealth Advisors; focuses on qualified purchaser clients; provides guidance to junior staff; adheres to securities policies and code of conduct. Requires a Bachelor’s degree (MBA or CFA preferred), Series 7 and Series 66 licenses (insurance licenses required), 7+ years in private banking/financial services, and strong wealth management knowledge including credit, deposits, trust, and financial planning. Preferred candidates have experience delivering complex investment solutions, hedge funds/private equity/alternative investments knowledge, and sales experience including profiling, objections handling, negotiation, team selling, closing, and referrals.
Required Qualifications
- Bachelor’s degree required
- Series 7 license required
- Series 66 license required
- Insurance license required
- Seven plus years’ experience in Private Banking or Financial Services
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