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, dedicated to serving the unique needs of high net worth individuals and families. As an Investment Professional on the Investor desk in Greenwich, CT, you will play a pivotal role in delivering exceptional financial advisory services. This position offers the opportunity to join a dynamic team that combines deep market expertise with personalized client service, helping clients navigate complex investment landscapes to achieve their long-term financial objectives. At J.P. Morgan Chase, we pride ourselves on fostering an inclusive culture where innovation and integrity drive our success in the financial services industry. In this client-facing role, you will provide sophisticated investment guidance, including asset allocation, risk management, and portfolio optimization tailored to ultra-high net worth clients. You will collaborate closely with advisors, portfolio managers, and research teams to craft bespoke strategies that incorporate J.P. Morgan's renowned global research and investment capabilities. Responsibilities extend to ongoing portfolio monitoring, performance reporting, and proactive communication to ensure alignment with clients' evolving goals, such as wealth preservation, growth, or philanthropic endeavors. Your work will directly contribute to the firm's commitment to excellence in private banking, leveraging cutting-edge tools and resources unique to J.P. Morgan Chase. The ideal candidate thrives in a high-stakes environment, demonstrating a passion for investments and a client-centric approach. Greenwich, CT, serves as a hub for our U.S. Private Bank operations, offering proximity to key financial networks while providing a balanced lifestyle. J.P. Morgan Chase supports your professional growth through robust training programs, mentorship, and access to industry-leading resources, empowering you to advance your career in wealth management. Join us to make a meaningful impact on clients' financial futures while benefiting from the stability and prestige of one of the world's foremost financial institutions.

Key Responsibilities

• Provide tailored investment advice and portfolio recommendations to high net worth clients in the U.S. Private Bank
• Collaborate with the Investor desk team to develop and implement customized investment strategies aligned with client goals
• Conduct in-depth market analysis and economic research to inform client advisory services
• Build and maintain long-term relationships with clients, ensuring high levels of satisfaction and retention
• Monitor portfolio performance and adjust strategies based on market conditions and client needs
• Partner with internal teams including portfolio managers, research analysts, and compliance to deliver holistic financial solutions
• Identify opportunities for cross-selling JP Morgan Chase products such as lending, estate planning, and philanthropy services
• Ensure all advisory activities comply with regulatory standards and firm policies
• Participate in client meetings, presentations, and educational seminars to enhance client understanding of investment opportunities

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 5 years of experience in investment management, wealth advisory, or financial services
• Active Series 7 and Series 66 securities licenses (or equivalent)
• Proven track record in client relationship management with high net worth individuals
• Strong understanding of investment products including equities, fixed income, alternatives, and portfolio construction
• CFA charterholder or progress toward designation
• Ability to thrive in a fast-paced, client-focused environment

Preferred Qualifications

• Advanced degree such as MBA from an accredited institution
• Experience working with ultra-high net worth clients (net worth exceeding $10 million)
• Familiarity with JP Morgan Chase's proprietary investment platforms and tools
• Prior role in a private banking or wealth management division
• Knowledge of regulatory requirements including SEC, FINRA, and Dodd-Frank Act

Required Skills

• Investment analysis and portfolio management
• Financial modeling and valuation techniques
• Client relationship building and communication
• Market research and economic forecasting
• Risk assessment and mitigation strategies
• Proficiency in financial software such as Bloomberg, FactSet, or Morningstar
• Regulatory compliance and ethical standards adherence
• Analytical thinking and problem-solving
• Presentation and negotiation skills
• Team collaboration and leadership
• Attention to detail in reporting and documentation
• Adaptability to evolving market trends
• Discretion and confidentiality in handling sensitive client information
• Strategic planning for wealth preservation and growth
• Technical knowledge of alternative investments like private equity and hedge funds

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 days, and parental leave
• Professional development programs and tuition reimbursement for certifications like CFA
• Access to JP Morgan's global wellness initiatives and employee assistance programs
• Stock purchase plan and employee discounts on financial products
• Flexible work arrangements and relocation assistance for qualifying roles

JP Morgan Chase is an equal opportunity employer.