Investment Area Manager For Chase Investment Services Wisconsin
JPMorgan Chase (Milwaukee, Wisconsin)

This job posting has expired.

You may wish to try a search for Investment Area Manager for Chase Investment Services Wisconsin

Or visit the FlipDog home page
 

A global financial powerhouse, J.P. Morgan Chase&Co. is an industry leader. With 100,000 employees in over 50 countries, we draw on a full range of capabilities to provide integrated financial solutions for institutions and individuals worldwide. What does this mean for you, the job seeker? Opportunity! Our broad range of financial services activities, from investment banking to retail banking to e-finance, offer an exceptional range of career options for individuals. If you are interested in working in an environment where leadership, excellence, initiative and diversity are among our core values, then explore the opportunities at JPMorgan Chase.

The Investment Manager is responsible for directing the sales effort within a specific geographic area consisting of several branches. They work closely with Retail LOB to develop and meet sales investment goals and budgets.  The Investment Manager is responsible for hiring, training and developing Financial Advisor's in the branches. They direct the sales staff that is responsible for identifying and meeting with prospective clients, reviewing investment goals, preparing presentation, recommending investment products, follow up with clients, and closing the sale.  Investment sales experience is required.

 

Invesmtent Managers are measured through core competencies and:

·       Sales Production — meets production goals and utilizes designated sales process.

·       Team Effectiveness — contributes to overall team, forms partnerships, successful integration with Banking Centers.

·       Interpersonal Skills — communicates clearly and effectively, shares critical information to facilitate successful performance.

 ·      Customer Service — promotes customer service excellence, meets expectations of internal and external customers.

 ·       Budget — successfully manages budget to meet guidelines and expectations.

 

Ability to lead a sales force through effective leadership, judgement, decision making, partnership, teamwork, and coaching skills Excellent interpersonal/communication skills Compliance (Regulations and Rules of the securities industry) Customer Contact Organizational, multi-tasking, verbal, and written communication skills Tactical execution of strategy PC skills (Client Management System, CustOM) Ability to prioritize and manage time effectively Demonstrates JP Morgan Chase values 7+ years of sales and client management experience (demonstrated results) is preferred Minimum three years Financial Product sales experience required (exceptions are permissible only with the approval of the Director of Sales) 10+ years experience in financial services industry Demonstrated knowledge of, and success in selling investment and fiduciary products Superior sales presentation skills The position requires an individual who works with minimal supervision, possesses a high degree of flexibility, and has strong leadership skills. Demonstrated recruitment skills. College Degree Required Bilingual in Spanish and English would be a plus Licenses/Certifications required FINRA Series 7, 63, and Texas Life&Health Insurance License, Group 1 FINRA Series 24
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V