U.S. Private Bank - Investment Specialist (OCIO) - Executive Director
On-siteLos Angeles, California, United States
Los Angeles, California, United StatesOn-siteFull TimeSenior LevelFinancial ServicesEnterprise
Full TimeSenior LevelEnterpriseFinancial Services
Job Summary
Develop and implement investment plans by understanding client goals, advising on holistic asset allocation, and executing solutions across fixed income, equities, alternatives, and hedge funds. Conduct investment reviews to validate objectives and prepare recommendations, while participating in new business opportunities through RFPs, pitches, and road shows. Interact with clients and prospects to address their issues and motivations, ensuring all activities align with client plans and J.P. Morgan's global resources. Requires Series 7, 66, and Insurance licenses; seven plus years of Wealth Management experience.
Required Qualifications
- Seven plus years of experience in Wealth Management or Investment Management
- Series 7, 66 and Insurance licenses required for position
- Strong knowledge of asset classes (fixed income, equities, and alternatives)
Desired Qualifications
- Ability to interact effectively with various internal product partners, banking teams, risk and compliance, marketing, etc.
- Ability to provide mentorship and guidance to develop junior staff
- Ability to learn and effectively leverage J.P. Morgan's platform, solutions, and investment philosophy
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