Private Bank Investment Specialist: Client Advisory

JPMorganChase; Los Angeles (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorganChase in Los Angeles seeks an Investment Specialist for the U.S. Private Bank to support investors, help bankers win clients, and strengthen existing relationships.

Role requires a Bachelor's degree, Series 7/66 and Insurance licenses (within 90 days if unlicensed), and experience in capital markets or institutional brokerage. Strong communication and analytical skills are essential.

Qualifications

• Bachelor's degree required.
• Series 7, 66 and Insurance licenses required; candidates may be unlicensed but must obtain licenses within 90 days.
• 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 their 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

Excellent communication skills

Analytical problem solving

Multi-tasking

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Job description

JPMorganChase in Los Angeles seeks an Investment Specialist for the U.S. Private Bank to support investors, help bankers win clients, and strengthen existing relationships.

Role requires a Bachelor's degree, Series 7/66 and Insurance licenses (within 90 days if unlicensed), and experience in capital markets or institutional brokerage. Strong communication and analytical skills are essential.