Global Private Banking Investment Specialist

JPMorgan Chase & Co.; New York (NY); On-site; USD 75,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Investment Specialist within their International Private Bank team in New York. You will support clients' investment objectives and assist in developing strategies to enhance client relationships.

The ideal candidate holds a bachelor’s degree and possesses the Series 7 and 66 licenses, with experience in capital markets. Strong analytical and communication skills are essential for this role.

Qualifications

• Bachelor’s degree required.
• Series 7, 66, and Insurance licenses required; unlicensed candidates must obtain within 90 days.
• Experience in capital markets or institutional brokerage.

Responsibilities

• Support investment reviews with clients.
• Prepare recommendations for investment products.
• Assist in developing investment policy statements.

Skills

Communication skills

Analytical skills

Problem-solving skills

Capital markets experience

Time management

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

JPMorgan Chase & Co. is seeking an Investment Specialist within their International Private Bank team in New York. You will support clients' investment objectives and assist in developing strategies to enhance client relationships.

The ideal candidate holds a bachelor’s degree and possesses the Series 7 and 66 licenses, with experience in capital markets. Strong analytical and communication skills are essential for this role.