Primary Function
Provide support Investors in all facets. The Investor is responsible for helping the Wealth Manager win new clients and deepen and strengthen existing client relationships through advising on investment solutions.
· Support investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
· Assist with development of investment policy statements and advice on asset allocation
· 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 Investors
Qualifications
· Coachable professional with good "business sense" and an energetic/dynamic personality
· Ability to work both independently and as a team player
· Excellent communication skills, both written and oral
· Strong analytical and quantitative skills
· Ability to multi-task and manage priorities effectively
· Ability to adapt to a rapidly changing business and technology environment
· Exceptional problem-solving skills
· Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
· Ability to learn proprietary software and databases
Position Requirements
· Bachelors degree required
· Sales/originator capabilities
· Series 7 & 63 required for position
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
