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Banking & Finance Financial Consultant Financial Services Financial Advisor

Private Bank Investment Professional - Client & Trade

Job in Houston, Harris County, Texas, 77246, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Consultant, Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking an Investment Professional to provide essential support in managing client relationships within the Private Bank. Responsibilities include executing brokerage trades, creating mandates for discretionary accounts, and monitoring risk metrics. Candidates should hold a Bachelor's degree and possess licenses (Series 7, 66) or be ready to obtain them. Skills in client advisory, PowerPoint, and Excel are essential.

The role offers a dynamic work environment focused on professional advancement.
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