Global Private Bank Investor Strategy Associate

JPMorgan Chase; New York (NY); On-site; USD 150,000 - 165,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is seeking an Investment Specialist in New York. This role involves providing support to clients in the International Private Bank, assisting in investment reviews, recommendations, and developing relationships with internal stakeholders.

The ideal candidate needs a Bachelor's degree, fluency in English and Spanish, and relevant licenses. The position offers a competitive salary package with extensive benefits for employee well-being and development.

Qualifications

• Bachelor's degree required.
• Fluent in English and Spanish.
• Series 7, 66 and Insurance licenses needed.
• Capital markets or institutional brokerage experience.
• Ability to manage priorities effectively.

Responsibilities

• Support investment reviews with clients.
• Prepare recommendations of investment products.
• Assist with investment policy statements.
• Build relationships with internal clients.
• Coordinate sales efforts with Investors.

Skills

Fluent in English and Spanish

Strong analytical skills

Excellent communication skills

Multi-tasking

Problem-solving skills

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

JPMorgan Chase is seeking an Investment Specialist in New York. This role involves providing support to clients in the International Private Bank, assisting in investment reviews, recommendations, and developing relationships with internal stakeholders.

The ideal candidate needs a Bachelor's degree, fluency in English and Spanish, and relevant licenses. The position offers a competitive salary package with extensive benefits for employee well-being and development.