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Form of work**Posting Description**
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
**Primary Function**
As part of our team of specialists, you are responsible for helping the Banker with new client acquisition, deepen and strengthen existing client relationships through advising on investment solutions. You will provide clients with advice and cross asset class execution including equities, fixed income, derivatives, alternatives, and offer recommendations according to changing market conditions; You will understand local portfolios, economic environment and trends in Mexico to advice clients on how global macro trends affect their asset allocation, investment goals and risk profile.
+ Keep up to date with markets, investments and new solutions
+ Implement standards around client experience relating to investments throughout entire sales and relationship continuum (initial meeting/pitch, portfolio management, ongoing advice, client review)
+ Execute and measure a sales and risk management process, to achieve numerous business goals
+ Actively engage with Investors in preparing for client and prospect meetings, as well as post call debriefs
**Required Qualifications, Capabilities, Skills**
+ Bachelor's degree required; MBA or CFA preferred
+ Ten plus years of experience in Private Banking or Financial Services industry.
+ Prior experience providing complex investment solutions to Ultra and High Net Worth families and/or individuals.
+ FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date
**Preferred Qualifications, Capabilities, Skills**
+ Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
+ Meaningful experience and/or knowledge of hedge funds, private equity and alternative investments.
+ Able to execute trades smoothly and seamlessly in regard to executing and managing brokerage activity.
+ Demonstrated understanding of Wealth Management including, but not limited to: credit, deposits, trust and financial planning.
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
New York,NY $170,000.00 - $350,000.00 / year
