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Next Frontier Capital

VP, Private Bank Investment Specialist

new york, NY

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Job description

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),

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Worksite address

new york, NY, 10261, US

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