Bulge Bracket Investment Banks

Posted 11 days ago

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**U.S. Private Bank - Senior Investment Specialist** Strategically support investment reviews, and develop allocation advice for affluent clients as a Senior Investment Specialist in J.P. Morgan's U.S. Private Bank. Collaborate with bankers to win clients and strengthen relationships. Key duties include portfolio analysis, policy statement creation, and coordination of sales efforts. Requires Series 7, 66, and insurance licenses, a Bachelor's degree, and 3+ years of capital markets or institutional brokerage experience. Proficiency in Microsoft Office Suite and strong analytical skills are essential. Enjoy a dynamic, entrepreneurial environment and take your career to the next level.

Compensation: Not specified
City: New York City
Country: United States

Full Job Description

Location: New York, NY, United States

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. Morgans 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
    Bachelors 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

Join a team of dynamic specialists leveraging their investments knowledge to support the advisement of high net worth clients.

Full Job Description