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Private Bank Investment Specialist: HNW Client Advisory

L5

aumniNew York, NY11 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
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.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

11 days ago

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