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Private Client Investment Associate - Wealth Management
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-17
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading financial services firm in New York is seeking a Private Client Investment Associate to deliver exceptional client service and operational support to Advisors. You will manage operational requests, facilitate investments, and assist in fostering client relationships. The ideal candidate must have a valid Series 7 license (to be obtained), bilingual in English and Cantonese/Mandarin, and a commitment to compliance and team culture.
This role is critical in a dynamic wealth management environment.
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Position Requirements
10+ Years
work experience
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