Private Bank Investment Specialist
Listed on 2026-10-19
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Banking & Finance, Portfolio & Asset Management
J.P. Morgan's U.S. Private Bank is seeking an Investment Professional to support Investors and manage client relationships alongside a multidisciplinary team.
The role requires Series 7 and 66 licenses and a Bachelor's degree, with at least one year in the industry; strong skills in PowerPoint and Excel are essential.
You will handle trades, create discretionary mandates, monitor risk metrics, and coordinate with Client Advisors to ensure accurate billing and documentation.
As a Private Bank Investment Specialist, you will play an important part at Testing Site - JPMC in Dallas, TX, United States.
All applications are reviewed carefully by our team.
The position is based in Dallas, TX, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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