Wealth Management, Discretionary Portfolio Solutions - Portfolio Manager, Vice President

JPMorgan Chase Bank, NA
Newark, DE
Aug 07, 2022
Aug 16, 2022
Full Time
JP Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking. Primary Function Client facing Portfolio Managers within the Portfolio Management Group ("PMG") team partner closely with Bankers and Fiduciary Officers to deepen existing client relationships by presenting JP Morgan Private Bank's investment solutions and advising on implementation. Responsible for deepening and strengthening client investment relationships with JP Morgan Private Bank Act as primary resource for investment communication with clients and particularly co-trustees, who may share in Bank's investment responsibility Conduct investment reviews to validate the clients' current investment objectives, asset allocation and prepare recommendations of appropriate trades and investment products Maintain current knowledge of all JP Morgan Private Bank investment products and strategies Build and maintain excellent working relationships with internal clients and teammates Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Conduct Regulation 9 reviews to ensure compliance with investment mandate and risk guidelines Qualifications Experience with and in-depth knowledge of equities, fixed income and alternatives Ability to communicate sophisticated investment strategy to all levels of clients and prospects Experience managing discretionary relationships Sales experience including: profiling, overcoming objections, negotiation Ability to work in a team based environment and assist in the development and retention of junior team members Conduct operations within banking and other regulatory agency guidelines and requirements Requirements Prior client experience and five plus years' experience in Private Banking or Financial Services industry Bachelors degree required JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.Equal Opportunity Employer/Disability/Veterans