Private Bank Investment Strategist: Client Growth

JPMorgan Chase & Co.; Miami (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the United States Private Bank is seeking an Investment Specialist to support bankers in servicing clients and growing relationships. You will help validate client objectives, prepare product recommendations, and assist with policy statements and asset allocation.

Collaboration with internal teams will be essential to drive client value. The role emphasizes compliance with policies, strong communication, and the ability to balance multiple priorities in a fast-paced

Qualifications

• Bachelor's degree required.
• Series 7, 66 and Insurance licenses required or must obtain 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

Communication skills

Analytical skills

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in the United States Private Bank is seeking an Investment Specialist to support bankers in servicing clients and growing relationships. You will help validate client objectives, prepare product recommendations, and assist with policy statements and asset allocation.

Collaboration with internal teams will be essential to drive client value. The role emphasizes compliance with policies, strong communication, and the ability to balance multiple priorities in a fast-paced