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Asset Management - Emerging High Net Worth - Investment Assistant - Houston, Texas

Job Description

The Emerging High Net Worth business is a part of JPMorgan's Private Wealth Management business.  Private Wealth Management (PWM) is a wealth management business of JPMorgan focused on the banking, trust, and investment needs of high net worth clients in the US (clients with a net worth of $1-25 million).  Within PWM, the EHNW team is a business unit focused on servicing the banking and investment needs of high net worth clients who are currently maintaining smaller balances with the firm.  These emerging clients represent a key area of focus to drive growth for PWM.  The two primary goals of the EHNW team are: 1) growing revenue and total client positions covered by the team, and 2) transferring large relationships to the principal relationship teams in PWM and identifying opportunities successfully captured by those principal teams.
Primary responsibilities for the Investment Assistant include:
  • Primary contact for handling client transactions, responding to and resolving routine client inquiries and service issues
  • Providing proactive support to service clients, including: answering telephone calls and performing administrative functions
  • Assist Investment Advisors with client profiling to identify opportunities
  • Assist Investment Advisors initiate sales activities, during peak time
  • FINRA Series 7 required; must be able to obtain 63 shortly after hire
  • Bachelor's  Degree or equivalent experience
  • A minimum of 3 - 5 years experience in the investment management or advisory industry
  • Exceptional relationship management skills and ability to partner with principal teams
  • Superior client service and problem-solving skills
  • Communication style that will create trust with clients
  • Knowledge of Microsoft Office (i.e., Word, Excel, PowerPoint)
Req #: 160035730
Location: Houston, TX US
Job Category: Customer Service
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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