Private Bank Investment Specialist

JPMorganChase; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health benefits

On-site wellness facilities

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking an Investment Professional for the U.S. Private Bank in New York. You will provide essential daily support to Investors, manage client relationships, and coordinate with a team across markets to drive superior client outcomes.

The role requires Series 7 & 66 and Insurance licenses (or ability to obtain within 90 days), a Bachelor's degree, and 1+ year of industry experience. Strong Excel/PowerPoint skills and a client-first mindset are essential.

Qualifications

• Exceptional follow-up and follow-through skills.
• Excellent interpersonal skills and client interaction capabilities.
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy.

Responsibilities

• Consult on and execute brokerage trades, advising on execution and updating accounts.
• Create mandates for discretionary accounts.
• Monitor risk metrics across the team with Team Leader involvement.
• Coordinate with Team Leader to manage Client Advisor loadings and billing.
• Submit and monitor fee schedules and billing.

Skills

Follow-up skills

Interpersonal skills

Organized

Attention to detail

Self-starter

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Workstation/Connect

Job description

JPMorganChase is seeking an Investment Professional for the U.S. Private Bank in New York. You will provide essential daily support to Investors, manage client relationships, and coordinate with a team across markets to drive superior client outcomes.

The role requires Series 7 & 66 and Insurance licenses (or ability to obtain within 90 days), a Bachelor's degree, and 1+ year of industry experience. Strong Excel/PowerPoint skills and a client-first mindset are essential.