Senior Investment Specialist, Private Banking (Los Angeles)
Full-time
Next Frontier Capital
JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Specialist who partners with bankers to win new clients and deepen existing relationships by advising on investment solutions.
You will conduct investment reviews, develop policy statements, advise on asset allocation, and coordinate with Capital Advisors and Wealth Advisors to execute complex products. A Bachelor’s degree and licenses (Series 7, 66, Insurance) with 7+ years in private banking or financial services are required.
#J-18808-LjbffrVacancy posted 3 hours ago
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