U.S. Private Bank - Investment Professional

Location: Greenwich, CT, United States

Job Family: Client Advisory

About the Role

J.P. Morgan Private Bank is a global leader in wealth management, offering tailored financial solutions to high net worth individuals and families. As an Investment Professional on the Investor Desk in Greenwich, CT, you will play a pivotal role in supporting the financial advisement of ultra-high net worth clients. This position within the U.S. Private Bank offers an exciting opportunity to join a dynamic team dedicated to delivering sophisticated investment strategies that align with clients' long-term objectives. Leveraging J.P. Morgan's unparalleled resources, including proprietary research and global market insights, you will contribute to building enduring client relationships while navigating the complexities of the financial services landscape. In this client-facing role, you will collaborate closely with relationship managers, portfolio managers, and other specialists to craft bespoke investment portfolios. Responsibilities include conducting thorough market analysis, recommending diversified asset allocations across equities, fixed income, alternatives, and sustainable investments, and monitoring performance to ensure alignment with client goals. You will also prepare detailed reports and presentations, participate in client meetings, and provide proactive advice on emerging opportunities and risks, all while upholding J.P. Morgan Chase's commitment to the highest standards of integrity and regulatory compliance. The ideal candidate thrives in a fast-paced environment, combining deep financial expertise with exceptional interpersonal skills to foster trust and deliver measurable value. Joining J.P. Morgan Private Bank means becoming part of a prestigious institution renowned for innovation in wealth management. This role not only offers professional growth through access to world-class training and career development but also the chance to impact the financial futures of some of the most discerning clients in the industry.

Key Responsibilities

• Develop and implement customized investment strategies for high net worth clients in alignment with their financial goals and risk tolerance
• Conduct in-depth market research and analysis to provide informed recommendations on portfolio construction and asset allocation
• Collaborate with cross-functional teams, including relationship managers and portfolio managers, to deliver holistic wealth management solutions
• Monitor client portfolios, assess performance, and adjust strategies in response to market conditions and client needs
• Prepare and present investment proposals, performance reports, and market updates to clients and internal stakeholders
• Ensure all advisory activities comply with JP Morgan Chase's policies, regulatory requirements, and ethical standards
• Build and maintain strong client relationships by providing proactive advisory support and addressing inquiries promptly
• Identify opportunities for portfolio optimization, including diversification and tax-efficient investing
• Participate in client meetings and investor desk discussions to support the broader U.S. Private Bank team
• Stay abreast of industry trends, economic developments, and regulatory changes to enhance advisory capabilities

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 5 years of experience in investment management, financial advisory, or wealth management within the financial services industry
• Active Series 7 and Series 66 licenses (or equivalent FINRA registrations)
• Proven track record of advising high net worth individuals on investment strategies
• Strong understanding of U.S. capital markets, asset allocation, and risk management principles
• Excellent analytical skills with proficiency in financial modeling and portfolio analysis tools
• Ability to maintain confidentiality and adhere to regulatory compliance standards such as SEC and FINRA guidelines

Preferred Qualifications

• CFA (Chartered Financial Analyst) designation or progress toward completion
• Experience working with ultra-high net worth clients (net worth exceeding $10 million)
• Advanced degree such as MBA from an accredited institution
• Prior experience at a premier financial institution like JP Morgan Chase or a comparable firm
• Familiarity with alternative investments including private equity and hedge funds

Required Skills

• Financial analysis and modeling
• Portfolio management
• Risk assessment and mitigation
• Client relationship management
• Market research and economic forecasting
• Asset allocation strategies
• Regulatory compliance (SEC, FINRA)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Proficiency in financial software (e.g., Bloomberg, FactSet)
• Knowledge of investment products (equities, fixed income, alternatives)
• Team collaboration and leadership
• Attention to detail and accuracy
• Adaptability to dynamic market conditions
• Ethical decision-making and integrity

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development programs, including tuition reimbursement and access to internal training at JP Morgan Chase
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible positions in Greenwich, CT

JP Morgan Chase is an equal opportunity employer.