JPMorgan Chase & Co. in the United States seeks an Investment Specialist to help bankers win new clients and deepen relationships through investment advisement.
You will conduct reviews, develop allocation strategies, and coordinate with Capital Advisors and Wealth Advisors to manage brokerage activity and referrals.
Ideal candidates have a Bachelor’s degree (MBA or CFA preferred), relevant licenses, and 7+ years in Private Banking or financial services.
#J-18808-LjbffrSenior Investment Strategist – Private Banking Leader in austin at Unknown Company
This position is listed as full time and onsite.