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Asset Management - Private Bank - Investment Specialist - Birmingham, MI

Job Description

J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.              

Primary Function                  


A key member of the J.P. Morgan Private Bank team of specialists, the Investor partners closely with the Banker to win new high net worth or ultra high net worth client relationships by presenting J.P. Morgan Private Bank’s investment solutions and advising on implementation.  The Investor is also responsible for deepening and strengthening existing relationships by continuing to present innovative investment solutions and advising on portfolio and market performance.                  

  • Conduct investment reviews with high net worth or ultra high net worth clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products   

  • Develop investment policy statements, advise on asset allocation and manage clients’ investment portfolio   

  • Maintain current knowledge of all J.P. Morgan Private Bank investment products and strategies   

  • Initiate and close sales of complex investment products   

  • Focus on qualified purchaser clients and act as primary resource for investment communication   

  • Build and maintain excellent working relationships with internal clients and teammates   

  • Adhere to internal and external policies and procedures regarding securities transactions and code of conduct   

  • Responsible for deepening and strengthening client relationships with J.P. Morgan Private Bank   

  • Participate in coordination of sales and relationship management effort with Bankers, Capital Advisors,and Wealth Advisors

  • Extensive experience with and in-depth knowledge of fixed income, structured notes,  equities and alternatives                 

  • Experience managing discretionary and brokerage relationships                

  • Conduct operations within FINRA and other regulatory agency guidelines and requirements                

  • Ability to communicate sophisticated investment strategy to all levels of clients and prospects                 

  • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals                 

  • Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trusts and financial planning                 

  • Ability to work in a team based environment and assist in the development and retention of junior team members                


  • Seven plus years experience in Private Banking or Financial Services industry   

  • Bachelors degree required; MBA or CFA preferred   

  • Prior experience providing complex investment solutions to high net worth and/or ultra high net worth individuals and/or families   

  • Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

Req #: 160023295
Location: Birmingham, MI US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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