Private Bank Investment Strategist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-18
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Investment Banking, Portfolio Manager
Job Description & How to Apply Below
A leading financial institution is seeking an Investment Specialist to join their U.S. Private Bank team in New York. The role involves advising clients on investment strategies, conducting portfolio reviews, and executing investment solutions tailored to client goals. Candidates should have a minimum of two years' experience in Wealth Management or Investment Management, along with necessary licenses in securities. Strong knowledge of asset classes is essential, and the position offers opportunities for mentorship and career growth.
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