VP, Private Bank Investment Specialist
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Banking & Finance
JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Specialist to help the Banker win new clients and deepen existing relationships through investment advisement.
You will conduct investment reviews, develop policy statements, and advise on asset allocation, while coordinating with Capital Advisors, Trust Officers and Wealth Advisors to deliver sophisticated solutions. The role requires a Bachelor's degree, Series 7/66 and insurance licenses (or ability to obtain within 90 days),
Join us at Aumni as our next VP, Private Bank Investment Specialist in New York, NY, United States.
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This posting is for the VP, Private Bank Investment Specialist role at Aumni, based in New York, NY, United States.
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