U.S. Private Bank - Investment Specialist - Vice President

Location: Dallas, TX, United States

Job Family: Investors

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-centric solutions. The U.S. Private Bank - Investment Specialist - Vice President role in our Dallas, TX office offers an exciting opportunity to join a dynamic team of specialists who leverage deep investments knowledge to advise high net worth clients. As an Investment Specialist, you will play a pivotal role in delivering tailored investment advice, drawing on JP Morgan's unparalleled resources, research, and global network to help clients achieve their financial objectives in an ever-evolving market landscape. This position is ideal for seasoned professionals passionate about the financial services industry and committed to excellence in wealth management. In this Vice President-level role, you will work closely with private bankers and advisors to craft sophisticated investment strategies that align with clients' unique needs, risk profiles, and long-term goals. Responsibilities include conducting thorough market analysis, recommending diversified portfolios across equities, fixed income, alternatives, and sustainable investments, and utilizing JP Morgan's proprietary tools for performance monitoring and optimization. You will engage directly with ultra-high net worth individuals, providing insights into macroeconomic trends, geopolitical impacts, and innovative opportunities exclusive to JP Morgan clients, all while ensuring adherence to the highest standards of regulatory compliance and ethical practices. What sets this role apart is the chance to contribute to JP Morgan Chase's legacy of trust and innovation in private banking. Based in the vibrant Dallas market, you will collaborate with a supportive team in a collaborative environment that values professional growth and work-life balance. If you have a proven track record in investment advisory and a drive to deliver exceptional value, join us to shape the financial futures of our elite clientele and advance your career at one of the world's most respected financial institutions.

Key Responsibilities

• Collaborate with private bankers to develop and implement customized investment strategies for high net worth clients
• Conduct in-depth market analysis and provide investment recommendations aligned with client goals and risk tolerance
• Monitor portfolio performance and adjust strategies to optimize returns while managing risk
• Educate clients on investment opportunities, economic trends, and JP Morgan's proprietary research insights
• Partner with JP Morgan's global investment teams to access exclusive opportunities and products
• Ensure compliance with regulatory requirements and internal policies in all advisory activities
• Build and maintain strong relationships with clients to foster long-term trust and loyalty
• Participate in client meetings, seminars, and events to promote JP Morgan's investment capabilities
• Leverage technology and data analytics to enhance investment decision-making processes
• Contribute to team knowledge sharing by staying abreast of industry developments and innovations

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 7 years of experience in investment management, wealth advisory, or financial services
• Series 7 and Series 66 licenses (or equivalent) required
• Proven track record of advising high net worth clients on investment strategies
• Strong understanding of U.S. capital markets, asset allocation, and portfolio management
• CFA charter or progress toward CFA designation
• Ability to thrive in a fast-paced, client-focused environment

Preferred Qualifications

• Advanced degree such as MBA or Master's in Finance
• Experience working with ultra-high net worth individuals (UHNWIs) in a private banking setting
• Knowledge of alternative investments including private equity and hedge funds
• Prior experience at a top-tier financial institution like JP Morgan Chase
• Fluency in additional languages to serve diverse client bases

Required Skills

• Investment analysis and portfolio construction
• Financial modeling and valuation techniques
• Risk assessment and management
• Client relationship management
• Market research and economic forecasting
• Asset allocation and diversification strategies
• Regulatory compliance knowledge (SEC, FINRA)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Team collaboration and leadership
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Data interpretation and quantitative analysis
• Ethical decision-making in high-stakes environments
• Adaptability to market volatility
• Strategic planning for wealth preservation and growth

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced certifications
• Access to JP Morgan's employee stock purchase plan and financial wellness resources
• On-site fitness centers, wellness programs, and mental health support
• Global mobility opportunities and career advancement within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.