JPMorgan Chase & Co. in the U.S. Private Bank is seeking an Investment Specialist who will help bankers win new clients and deepen relationships by advising on investment solutions.
You will conduct investment reviews, develop policy statements, advise on asset allocation, and coordinate with Capital Advisors, Trust Officers and Wealth Advisors to deliver complex investment products. The role requires a Bachelor's degree, Series 7/66 licenses, and 7+ years in private banking.
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This position is listed as full time and onsite.