Us Private Bank - Banker Brooklyn Ny jobs at Jpmorgan in United States, New York

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• 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
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors 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
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

As a Data Owner Lead, within Connected Commerce, you will be part of a highly collaborative data & analytics team that partners with product, design, technology, marketing, and analytics to enable data driven next generation and help craft the data requirements, develop data specifications for data delivery, partner with data delivery tech and product and analytics team to identify data gaps and make recommendations to build AI/ML based solutions.

Job responsibilities

• Partners with aligned Product Owners and Leads, Data Scientists and Analysts, Tech Leads, to drive increased business value through the identification of data required to support personalization product capabilities and advanced analytics outcomes such as customer insights and deeper offer engagement.
• Manage the personalization data roadmap, backlog, requirements, and prioritization
• Lead discovery on new initiatives, including determining and refining business value, customer value and working with tech partners for tech feasibility and data availability
• Refine and prioritize stories, as well as lead sprint planning and execution (along with other scrum cadences and events) for technology development teams for consumer experience requirements.

Required qualifications, capabilities, and skills

• 6+ years of experience in data management, data governance, ad-tech, Knowledge of cloud platforms like AWS, Google or Azure, and/or experience with big data technologies like Hadoop, Spark, etc.
• Bachelors in Science or Data or any relevant field.
• Experience developing roadmaps and public cloud platform based solutions for data lake, data warehouse and business intelligence dashboards
• An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams
• Ability to identify and address program execution needs in a fast-paced environment; previous exposure to agile practices and ability to adapt agile tools
• Experience in Data Product ownership, Data governance and ability to work a cross functional & matrix teams, public cloud.
• Ability to partner directly with technology scrum teams to translate product requirements and user stories into technology sizing estimates and requirements

Preferred qualifications, capabilities, and skills

• Experience working on public cloud platforms, AI/ML, digital marketing, controls partners to align roadmap
• Experience in consumer banking, and/or consulting
• Understanding of public cloud technologies, web application frameworks and mobile native technologies

As a Marketing Strategy Lead within Auto, you will develop, maintain, and track Awareness, Loyalty, and Conquest campaigns. You will leverage a variety of tactics, including paid channels such as search, social, direct mail, and events, as well as owned channels such as Chase digital platforms, email, and in-branch activations. You will work closely with external stakeholders, the OEM GM team, and your brand counterpart on strategy, and with campaign management on the execution of campaigns to drive scalable volume at an efficient cost.

Job responsibilities:

• Work across the broad marketing team to communicate the marketing vision. Create a marketing plan to establish customer messaging, touch, channel, and targeting strategy.
• Manage business cases and change requests through our in-house tools (Optima, AdTrax) and be comfortable presenting and reporting on progress.
• Work with the team on creative assets, targeting/touch strategy, and reading test results to inform recommendations. Bring partners along with new tactic launches in media, social, and search, as well as collaborate with internal teams on the Servicing and Lease-End communications campaigns.
• Create and maintain a marketing budget. Track and pay invoices for marketing vendors and agencies.
• Collaborate with JPMC firm leads to support the partner’s engagement with Private Banking, Wealth Management, and card partners.

Required qualifications, capabilities, and skills:

• Bachelor's Degree.
• 7+ years of experience in marketing, including direct-to-consumer and digital (including mobile).
• Marketing functional, technical, and operational knowledge.
• Experience creating and driving operational processes with attention to detail and a passion for flawless execution.
• Exceptional communication and executive presence.
• Ability to work independently as well as lead cross-functional teams.
• Strong project management, multi-tasking, and leadership skills.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Job Responsibilities:

• Review and report daily P&L and risk.
• Validate and understand daily P&L explains, including Volcker attributions and residual amounts.
• Identify, design, and implement new controls and processes for P&L/risk production.
• Provide daily/weekly/monthly P&L commentaries to senior management.
• Liaise with Financial Control to investigate and resolve MTD P&L breaks.
• Partner with the business to implement robust controls and new initiatives.
• Coordinate across front and back office support functions to resolve control and reporting issues.

Required Qualifications, Capabilities, and Skills:

• Work experience in Product Control, Financial Control, Accounting, or related area.
• Experience with P&L and month-end close processes.
• Bachelor’s degree in Accounting, Finance, Business, or related area.
• Strong analytical skills and attention to detail.
• Excellent communication skills and ability to build strong relationships.
• Team player with the ability to work effectively across diverse functions and locations.

Preferred Qualifications, Capabilities, and Skills:

• Proven experience as a self-starter.