JPMorgan US Private Bank - Head Investments Advice Managing Director 

United States, Florida, Miami 

6918339

Posting Description

As the Head of Investments and Advice in the U.S. Private Bank, you will lead the Investor team within the respective market and manage responsibilities as a Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager, you will help drive the overall priorities of the Investor team. Furthermore, you will play a key role in coordinating sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth Advisors.

Job Responsibilities

• Keep up to date with markets, investments and new solutions
• Hold weekly Investor team meeting to communicate information, priorities, identify target client opportunities appropriate for sales and investment priorities, etc.
• 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
• Create, schedule, lead internal training sessions about investments and new products
• Implement standards around client experience relating to investments throughout entire sales and relationship continuum (initial meeting/pitch, portfolio management, ongoing advice, client review)
• Partner with Market Manager on various items including: executing market strategy to achieve business results, assessing current landscape and strategy to prosecute opportunities within the market, sales management (NNC, Flows, AUM, Priorities, etc.)

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• 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 120 days of start date

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• 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.