Investment Specialist - Private Banking Growth Associate

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles seeks an Investment Specialist for the U.S. Private Bank to support Investors and help bankers win new clients and deepen relationships.

You will collaborate with a team across markets and functions, handle investment reviews, and recommend products while adhering to policies.

The role requires a Bachelor's degree and licenses; unlicensed candidates may apply with a plan to obtain licenses within 90 days.

Qualifications

• Bachelor's degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply, but must obtain licenses within 90 days of start date.
• Capital markets or institutional brokerage experience.
• Ability to multi-task and manage priorities effectively.
• Excellent communication skills.
• Strong analytical, quantitative, and problem-solving skills.

Responsibilities

• Support investment reviews with clients to validate the clients' current investment objectives.
• Prepare recommendations of appropriate investment products.
• Assist with the development of investment policy statements and advice on asset allocation.
• Build excellent working relationships with internal clients.
• Support coordination of sales effort with Investors.
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.

Skills

Series 7 licenses & 66 licenses

Insurance licenses

Capital markets experience

Communication skills

Analytical skills

Multi-tasking

Education

Bachelor's degree

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in Los Angeles seeks an Investment Specialist for the U.S. Private Bank to support Investors and help bankers win new clients and deepen relationships.

You will collaborate with a team across markets and functions, handle investment reviews, and recommend products while adhering to policies.

The role requires a Bachelor's degree and licenses; unlicensed candidates may apply with a plan to obtain licenses within 90 days.