דרושים Commercial & Investment Bank Banking ב-גיי פי מורגן ב-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

Job responsibilities

• Gather, analyze and present data and findings to facilitate decision making and business progression
• Collaborate across product partners, sales teams and business managers to identify client opportunities to help execute business plans
• Coordinate of the client agenda – client selection and coverage, prioritization, relationship status, growth opportunities, and performance metrics
• Coordinate financial management including: pipeline oversight and projections, forecasts, annual budgets, revenue reconciliation and expense management
• Influence production of financial reporting and ad hoc financial analytics and data modeling
• Own and manage materials for global business reviews, all hands calls, townhalls for Subsidiary Banking

Required Qualifications, Capabilities, and Skills:

• Minimum 5 years of post-grad experience in finance, project management, or business management roles.
• Strong analytical skills with the ability to articulate results to diverse audiences.
• Team-oriented and flexible, with project ownership skills.
• Ability to structure and build quantitative and qualitative analysis.
• Professionalism, discretion, and decision-making skills for interacting with senior executives.

Preferred Qualifications, Capabilities, and Skills:

• Degree in Finance or General Management.
• Understanding of business drivers and modeling.

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

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

• Coordinating broader Family Investment Firm coverage with Investment Banking, Commercial Banking and Private Banking partners
• Driving the sourcing of new Investment Banking transactions, across Mergers & Acquisitions, debt and equity capital markets products
• Focusing as an Investment Banking lead in joint coverage of Family Investment Firms with both senior bankers (Global Chairs and/or Vice Chairs) and junior bankers
• Acting as the primary day-to-day client point of contact and lead banker on deals
• Reviewing and coordinating the analytical work of junior bankers to move marketing / execution process forward
• Refining marketing / execution materials for maximum client impact
• Overseeing the creation of financial projection models in a financing and/or strategic capacity
• Leading client negotiations, Q&A process and broader diligence with family investment firms and their portfolio companies as part of transactions

Required Qualifications, Capabilities & Skills

• Prior work experience in an Investment Banking front office role, including strong historical client interaction
• Ability to comfortably liaise and communicate with clients in a professional and mature manner
• Extensive self-starter, who is highly proactive and focused on both client idea generation and sourcing of Investment Banking transactions
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Very strong quantitative and analytical skills (including Excel modeling and valuation work)
• Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
• Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
• Experience in training junior bankers
• Excellent understanding of financial, legal and reputational risks facing large, globally integrated investment banks in today’s environment

Job Responsibilities:

• Assist in the portfolio management efforts across all discretionary investment programs, including actively maintaining investment plans for portfolios in close partnership with other portfolio managers
• Monitor and analyze current portfolio positioning and performance across discretionary portfolios, ensuring they remain in line with guidelines
• Manage the trade execution, reporting, and data oversight processes for discretionary investment programs, balancing the need for robust and effective controls with timely, accurate, and transparent reporting for clients
• Collaborate with the Head of Private Investments Portfolio Solutions to lead independent research and analysis to inform portfolio construction, asset allocation, and potential positioning shifts

Required Qualifications, Skills and Capabilities:

• 4+ years of experience in private markets investing, with a focus on portfolio management or investment due diligence
• Robust analytical proficiency, particularly in Excel, with the ability to perform complex financial modeling and analysis
• Bachelor's degree in Finance, Economics, or a related field; advanced degree or CFA designation preferred

Preferred Qualifications, Skills and Capabilities:

• Experience with semi-liquid evergreen solutions preferred
• Advanced degree or CFA designation preferred

About J.P. Morgan:

The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution of our digital product strategy for planning and advice capabilities within J.P. Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution to deliver exceptional value to our clients. The Digital Product Lead will oversee the product lifecycle from ideation to launch, ensuring alignment with business objectives in partnership with J.P. Morgan Private Advisory leadership – a cross-disciplinary group of specialists focused on delivering innovative strategies to help clients navigate complex financial decisions.

Leadership and Strategy:

• Develop and execute a comprehensive product strategy for digital planning and advice capabilities, including wealth planning, estate planning, executive tools (proxy review and updated stock plan app), and advice insights via AI.
• Collaborate with senior leadership to align product goals with business objectives.

Product Development and Management:

• Oversee the entire product lifecycle, including market research, product design, development, and launch.
• Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor-facing digital ecosystem (Connect) and on J.P. Morgan Online.
• Collaborate with Legal, Compliance, Risk, and Audit to ensure products meet regulatory requirements and industry standards.
• Drive continuous improvement and innovation in product offerings.

Stakeholder Engagement:

• Build strong relationships with key stakeholders, including the Morgan Private Advisory team, advisors, Technology, and Legal/Risk/Controls partners.
• Communicate product vision and strategy effectively to stakeholders at all levels.
• Lead requirements gathering, feedback collection, and roadmap strategy sessions with stakeholders.

Financial and Performance Management:

• Manage product budgets and financial performance, ensuring profitability and growth.
• Analyze product performance metrics and implement strategies for improvement.

Market and Competitive Analysis:

• Conduct market research to identify trends, opportunities, and competitive threats.
• Develop strategies to differentiate our products in the marketplace.

Required Qualifications, Capabilities and Skills:

• 10 years of experience in product management for financial institutions or Fintech firms, with a track record of success in senior leadership roles.
• Proven experience in product management, with a focus on digital planning and advice capabilities.
• Expertise in Wealth Planning and Advice, with a deep understanding of specialized systems and processes.
• Strong familiarity or ability to quickly become familiar with financial planning, retirement planning, charitable planning, tax planning, and estate planning strategies and solutions.
• Experience with AI-driven technology solutions.
• Excellent strategic thinking and problem-solving abilities.
• Exceptional communication and interpersonal skills.
• Ability to thrive in a fast-paced, dynamic environment.

Preferred Qualifications, Capabilities and Skills:

• Preference for JD, CFP, or CPA with a strong background in estate planning and tax matters.