Senior Investor - J.P. Morgan Private Bank - Louisville, KY
JPMorgan Chase 8,095 reviews - Louisville, KY

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Job Description

J.P. Morgan Private Bank


JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

J.P. Morgan is a global leader in asset and wealth management services. We serve four distinct client groups through two businesses: institutions and retail clients through J.P. Morgan Asset Management; high and ultra high net worth clients through the Private Bank. With assets under supervision of $1.7 trillion and assets under management of $1.2 trillion, we are one of the largest asset and wealth managers in the world.

The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized in February 2010 by Euromoney as the #1 Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.

Primary Function

As part of our team of specialists, the Investor is responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advising on investment solutions.

Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products

Develop investment policy statements and advise on asset allocation

Closes sales of complex investment products

Focus on qualified purchaser clients and act as primary resource for investment communication

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 Capital Advisors, Trust Officers and Wealth Advisors

Provide guidance to junior staff



In depth experience and/or knowledge of hedge funds, private equity and alternative investments

Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity

Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Conducts operations within FINRA and other regulatory agency guidelines and requirements

Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Ability to work in a team based environment

Position Requirements

Seven plus years experience in Private Banking or Financial Services industry

Ideal candidate has prior experience providing complex investment solutions to High Net Worth families and/or individuals

Licenses 7, 66 required for position

Bachelors degree required; MBA or CFA preferred

JP Morgan Chase offers an exceptional benefits program and a highly competitive compensation package. JP Morgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.


Client Management

Primary Location

US-KY-Louisville-Louisville Main / 53431


Asset & Wealth Management



Job Type



Day Job

Employee Status


Corporate Brand

J.P. Morgan

About this company
8,095 reviews
At JPMorgan Chase, the work we do matters. All of us are committed to putting our resources and our voices to work every day for our...