U.S. Private Bank - Investment Professional

Location: Palm Beach, FL, United States

Job Family: Client Advisory

About the Role

J.P. Morgan Private Bank is seeking a talented Investment Professional to join our dynamic team in Palm Beach, FL. In this pivotal role on the Investor desk, you will play a key part in advising high net worth clients, delivering personalized investment strategies that align with their unique financial objectives, risk profiles, and long-term wealth preservation goals. As a trusted advisor within one of the world's leading financial institutions, you will leverage J.P. Morgan's global resources, cutting-edge research, and innovative investment solutions to help clients navigate complex markets and achieve superior outcomes. This position offers the opportunity to work in a collaborative, high-performance environment focused on excellence in client service and portfolio management. Your day-to-day responsibilities will include conducting in-depth market analysis, recommending diversified investment portfolios across asset classes such as equities, fixed income, alternatives, and sustainable options, and performing regular performance reviews to ensure alignment with client needs. You will collaborate closely with bankers, trust officers, and planning specialists to provide holistic advisory services, while maintaining the highest standards of compliance with SEC, FINRA, and J.P. Morgan's internal policies. By fostering enduring relationships with ultra-high net worth individuals and families in the Palm Beach area, you will contribute to the growth of our client base and enhance J.P. Morgan's reputation as the premier private banking partner. This role demands a passion for financial markets, a client-centric mindset, and the ability to thrive in a fast-paced, sophisticated setting. At J.P. Morgan, we invest in your professional growth through world-class training, mentorship, and access to our proprietary platforms. Join us to make a meaningful impact on the financial futures of our elite clientele while advancing your career in one of the most prestigious wealth management firms globally.

Key Responsibilities

• Provide comprehensive investment advice and portfolio recommendations to high net worth clients, aligning strategies with their financial goals and risk tolerance
• Collaborate with the Investor desk team to monitor market trends, conduct research, and develop customized investment solutions
• Build and maintain strong relationships with clients, serving as their primary point of contact for all investment-related inquiries
• Conduct portfolio reviews and performance analysis, presenting insights and adjustments to optimize returns
• Ensure compliance with all regulatory standards, internal policies, and ethical guidelines in all advisory activities
• Partner with cross-functional teams including bankers, planners, and specialists to deliver holistic wealth management services
• Identify opportunities for asset growth by recommending JP Morgan's suite of investment products and services
• Stay abreast of economic developments and geopolitical events to proactively advise clients on potential impacts
• Prepare detailed reports and presentations for client meetings, highlighting investment performance and market outlooks
• Contribute to team initiatives aimed at enhancing client satisfaction and acquiring new high net worth relationships

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 5 years of experience in investment advisory, wealth management, or financial services supporting high net worth clients
• Active Series 7 and Series 66 (or 65) securities licenses, or ability to obtain within 120 days of hire
• Strong understanding of investment products including equities, fixed income, alternatives, and portfolio management
• Proven track record in client relationship management and delivering tailored financial advice
• Knowledge of regulatory requirements such as SEC, FINRA, and anti-money laundering (AML) compliance
• Excellent analytical skills with proficiency in financial modeling and market analysis

Preferred Qualifications

• Advanced degree such as MBA or CFA designation
• Experience working with ultra-high net worth individuals (UHNWIs) in a private banking environment
• Familiarity with JP Morgan Chase's proprietary investment platforms and tools
• Prior experience in the U.S. Private Bank or similar elite wealth management divisions
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Palm Beach

Required Skills

• Investment analysis and portfolio construction
• Financial modeling using tools like Excel and Bloomberg
• Client relationship management and consultative selling
• Market research and economic forecasting
• Regulatory compliance and risk assessment
• Communication and presentation skills
• Analytical thinking and problem-solving
• Team collaboration and leadership
• Knowledge of alternative investments and ESG factors
• Proficiency in CRM systems such as Salesforce
• Attention to detail in financial reporting
• Adaptability to dynamic market conditions
• Ethical decision-making in high-stakes environments
• Technical proficiency in data visualization tools
• Interpersonal skills for building trust with affluent clients

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 opportunities through JP Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible positions and flexible work arrangements where applicable

JP Morgan Chase is an equal opportunity employer.