Senior Investment Specialist, Private Bank Wealth

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Specialist to communicate market strategy and investment knowledge to clients and committees in reviews and forums.

You will determine client portfolios and long-term asset allocations across fixed income, equities, alternatives, and multi-asset mandates. The role requires consulting with clients, collaborating with internal teams, and delivering investment solutions across the platform while building trusted relationships within

Qualifications

• 8+ years of experience in Wealth Management or Investment Management.
• Series 7 and 66 licenses required; unlicensed candidates considered but must obtain licenses within 90 days of start.
• Strong knowledge of asset classes (fixed income, equities, alternatives).

Responsibilities

• Understand client goals to develop investment plans and asset allocations.
• Advise on holistic asset allocation, portfolio construction, and tactical shifts.
• Execute investment solutions across Investment Management, Mutual Funds, Hedge Funds, Private Equity, FX, and brokerage transactions.
• Conduct investment reviews and prepare recommendations for clients.

Skills

Wealth Management

Investment Management

Client Relationship Management

Portfolio Strategy

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Specialist to communicate market strategy and investment knowledge to clients and committees in reviews and forums.

You will determine client portfolios and long-term asset allocations across fixed income, equities, alternatives, and multi-asset mandates. The role requires consulting with clients, collaborating with internal teams, and delivering investment solutions across the platform while building trusted relationships within