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For your reference, we have included the original job posting below.
Private Client Direct - Investment Advisor - Columbus
Job Number:
21986799
Company Name:
JPMorgan Chase
Job Location:
Columbus, OH US
Job Category:
Accounting & Finance
Private Client Direct - Investment Advisor - Columbus
Title: Private Client Direct - Investment Advisor - Columbus Location: OH-Columbus The Private Client Direct business is a part of JPMorgan's Private Wealth Management business. Private Wealth Management is focused on the banking, trust, and investment need of high net worth clients in theUS(clients with a net worth of $1-25 million). Within Private Wealth Management, the Private Client Direct team is a business unit focused on servicing the banking 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 Private Wealth Management. The two primary goals of the Private Client Direct team are: 1) growing revenue and total client positions covered by the team, and 2) transferring large relationships to the principal relationship teams in Private Wealth Management and identifying opportunities successfully captured by those principal teams. Primary Function As part of our team of specialists, the Investor is responsible for helping the Wealth Manager Win new clients and deepen and strengthen existing client relationships through advising on investment solutions. * 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 * 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 * Support coordination of sales effort with Capital Advisors, Fiduciary Administrators and Wealth Advisors * Provide guidance to junior staff Qualifications * FINRA Series 7 required; must be able to obtain 66 shortly after hire * Bachelor's degree or equivalent experience * Advanced degree such as MBA, CFA or industry related certification is preferred * A minimum of 5 - 7 years experience in the investment management or advisory industry * Broad trading experience and strong knowledge of trading strategies and factors that influence market trends * Exceptional relationship management skills and ability to partner with principal teams * Substantial investment sales experience * Superior client service and problem-solving skills * Communication style that will create trust with clients
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