Posting Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.

Job 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 

 

Required Qualifications, Capabilities, and Skills

Bachelor’s degree required  Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses 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 

 

Preferred Qualifications, Capabilities, and Skills

Coachable professional with good "business sense" and an energetic/dynamic personality  Ability to work both independently and as a team player  Ability to adapt to a rapidly changing business and technology environment  Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases