Private Bank Investment Specialist
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Banking & Finance, Financial Sales
JPMorgan
Chase is seeking an Investment Professional for the U.S. Private Bank in New York. You will provide essential daily support to Investors, manage client relationships, and coordinate with a team across markets to drive superior client outcomes.
The role requires Series 7 & 66 and Insurance licenses (or ability to obtain within 90 days), a Bachelor's degree, and 1+ year of industry experience. Strong Excel/PowerPoint skills and a client-first mindset are essential.
The Private Bank Investment Specialist position in the Finance, Sales field is open for applications.
Join JPMorgan
Chase and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Private Bank Investment Specialist role at JPMorgan
Chase, based in New York, NY, United States.
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