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Private Bank Investment Strategist: Client Wealth
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-07
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Analyst
Job Description & How to Apply Below
Location: New York
A leading global financial institution is seeking an Investment Specialist to enhance client relationships and provide support in a dynamic banking environment. The ideal candidate should possess a Bachelor's degree, relevant licenses, and capital markets experience. Responsibilities include conducting investment reviews, preparing product recommendations, and developing investment policy statements. Candidates must have strong analytical and communication skills to succeed in this fast-paced setting.
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