Private Bank Investment Specialist: HNW Client Advisory

Aumni; New York (NY); On-site; USD 122,000 - 203,000; Full time

Benefits offered by this job

Health coverage

Wellness centers on-site

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United Kingdom, Canada & Caribbean region seeks an Investment Specialist within the Global Families Group to support Investors and help Bankers win new clients while strengthening existing relationships.

The role requires a Bachelor's degree, Series 7/66 and Insurance licenses (or eligibility to obtain within 90 days), and experience in capital markets or institutional brokerage. Strong communication and analytic skills are essential.

Qualifications

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

Responsibilities

• Support investment reviews with clients to validate objectives.
• Prepare recommendations of appropriate investment products.
• Assist with development of investment policy statements and asset allocation advice.
• Build relationships with internal clients.
• Coordinate sales efforts with Investors.
• Adhere to policies and procedures regarding securities transactions and code of conduct.

Skills

Bachelor's degree

Series 7

Series 66

Insurance licenses

Capital markets experience

Communication skills

Analytical skills

Time management

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

JPMorgan Chase & Co. in the United Kingdom, Canada & Caribbean region seeks an Investment Specialist within the Global Families Group to support Investors and help Bankers win new clients while strengthening existing relationships.

The role requires a Bachelor's degree, Series 7/66 and Insurance licenses (or eligibility to obtain within 90 days), and experience in capital markets or institutional brokerage. Strong communication and analytic skills are essential.