Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Bank Investment Specialist

JPMorganChase

JPMorgan Chase's U.S. Private Bank is seeking an analytically driven professional to support client relationships by consulting on and executing brokerage trades, creating discretionary account mandates, and monitoring risk and billing processes. The role emphasizes licenses, market knowledge, and precise execution to maintain confidentiality and service excellence. The successful candidate will possess required Series 7/66 and insurance licenses or the ability to obtain them within 90 days, a #J-18808-Ljbffr JPMorganChase

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Bank Investment Specialist in Chicago, IL vacancy
  • JPMorgan Chase & Co. in Chicago, IL seeks an Investment Professional in the U.S. Private Bank to support client relationships and assist with daily portfolio management. You will collaborate with a team across markets and functions to deliver high‑quality service to Private... 
    Private

    JPMorgan Chase & Co.

    Chicago, IL
    3 days ago
  • $60k - $96k

     ...Investment Management SpecialistMerrill Wealth Management is a leading provider of comprehensive...  ...insights of Merrill coupled with the banking convenience of Bank of America.Merrill...  ...and effective.The Investment Management Specialist is responsible for defining the Financial... 
    Private
    Work at office
    Work from home
    Day shift

    Bank of America

    Chicago, IL
    1 day ago
  •  ...Investment SpecialistThis is an exciting opportunity for you to join a dynamic, diverse team within J.P. Morgan's U.S. Private Bank. We are actively looking for exceptionally talented individuals...  ...dialogue.As an Investment Specialist in the U.S. Private Bank, you will... 
    Private

    Chase

    Chicago, IL
    2 days ago
  •  ...dynamic, diverse team within J.P. Morgan’s U.S. Private Bank. We are actively looking for exceptionally...  ...to clients.The J.P. Morgan Outsourced Chief Investment Office ("JPM OCIO") is a dedicated team of investment specialists leveraging the firm's global resources to provide... 
    Private
    Work at office

    JP Morgan Chase

    Chicago, IL
    1 day ago
  • $75k - $85k

    Pearlmark is a Chicago-based investment firm that targets domestic core-plus to value-add real...  ...-motivated, self-starter to join its private equity investments group in its Chicago...  ...private equity, REIT, debt, brokerage, banking, or valuation experience Analytical and... 
    Private
    Full time
    Work at office

    Pearlmark

    Chicago, IL
    1 day ago
  • $75k - $90k

    ## Private Investment Operations Portfolio Analyst, Bank LoansApplylocations: Chicago, ILtime type: Full timeposted on: Posted 4 Days Agojob requisition id: REQ-03839*****If you are an internal associate, please login to Workday and apply through Jobs Hub.*******Working... 
    Private
    Work at office
    Local area

    The Jackson National Life Insurance Company

    Chicago, IL
    2 days ago
  • $206.4k - $283.8k

    Job Title VP, Investment Officer - Data Centers (Central/East) Location Dallas, Texas (Additional...  ...opportunities with real estate partners, private sellers, brokers, investment bankers,...  ...within the current buildings, land bank and new pursuits. Surface BTS opportunities... 
    Private
    Full time
    Work at office
    Local area

    Prologis

    Chicago, IL
    1 day ago
  • $60k - $96k

     ...Investment Management SpecialistMerrill Wealth Management is a leading provider of comprehensive...  ...insights of Merrill coupled with the banking convenience of Bank of America.Merrill...  ...and effective.The Investment Management Specialist is responsible for defining the Financial... 
    Work at office
    Work from home
    Day shift

    Bank of America

    Chicago, IL
    1 day ago
  •  ...Advisors and Self-Directed - our digital investing platform. The combined business has ~$60...  ...an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will...  .../Veterans Our Consumer & Community Banking division serves our Chase customers through... 
    Work at office
    Remote work
    Flexible hours
    Night shift

    JP Morgan Chase

    Chicago, IL
    1 day ago
  • $310k - $420k

     ...solutions. Role Summary You will advise asset managers, private equity firms, GP stakes investors, banks, insurance companies, financial institutions,...  ...ready to take ownership of meaningful deal work, manage specialist input, draft and negotiate transaction documents,... 
    Private
    Local area
    Relocation

    Advocates Legal Recruiting

    Chicago, IL
    1 day ago
  • At Bank of America in Chicago, you will provide crucial technical fiduciary tax expertise to Private Bank client teams. This involves delivering timely tax reporting, understanding client needs, and maintaining compliance with all fiduciary tax reporting requirements. Your... 
    Private

    Bank of America

    Chicago, IL
    4 days ago
  • $250k - $420k

     ...experience in corporate transactions with an emphasis on public and private M&A, including private equity. Candidates must have a strong...  ...access**. Also, there are no application fees. We do not ask for bank information or any form of monetary or financial compensation... 
    Private
    Full time
    Temporary work
    Work at office
    Flexible hours

    Greenberg, Traurig, PA

    Chicago, IL
    1 day ago
  • A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in private wealth...  ...salary ranges from $85,000 to $240,000, with bonuses available for active employees. #J-18808-Ljbffr Goldman Sachs Bank AG
    Private

    Goldman Sachs Bank AG

    Chicago, IL
    3 days ago
  •  ...institution in Hickory Hills is seeking a Private Wealth Advisor to develop client...  ...The role involves engaging with various specialists and requires strong communication and sales...  ...along with a commitment to an inclusive workplace. #J-18808-Ljbffr Old National Bank
    Private

    Old National Bank

    Hickory Hills, IL
    3 days ago
  •  ...Licensed Investment Professional At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships...  .../Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial... 
    Work at office
    Local area
    Remote work
    Monday to Friday
    3 days per week

    JPMorgan Chase

    Chicago, IL
    20 hours ago
  • Bank of America in Chicago seeks a skilled Financial Advisor to provide guidance to prospects and self-directed investors. The role...  ...involves identifying the right products and services to enhance investments and savings. The ideal candidate will have Series 7 and 66... 

    Bank of America

    Chicago, IL
    20 hours ago
  • $200k

     ...StatesSalary: $200,000.00 - $500,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal is a strategic...  ...approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability... 
    Private
    Full time
    Local area

    Citigroup

    Chicago, IL
    1 day ago
  • $150k - $190k

     ...recruiting a Corporate Advisory & Banking Relationship Manager in our...  ...Firm's relationships with privately owned businesses and their owners...  ...BBH’s private equity team to invest capital. You will also...  ..., known for premium service, specialist expertise, technology solutions... 
    Private
    Full time
    Work at office
    Local area

    Brown Brothers Harriman

    Chicago, IL
    3 days ago
  • JPMorgan Chase & Co. in Chicago, IL is seeking a U.S. Private Bank - National Client Banker to serve high-net-worth clients within the National Private Bank network. This is a full-time, day-shift role within Asset & Wealth Management, offering a competitive compensation... 
    Private
    Full time
    Day shift

    JPMorgan Chase & Co.

    Chicago, IL
    3 days ago
  • The Senior Account Manager, Investment Specialist drives traditional & alternative product conversations, placements, discretionary allocations...  ...Key Responsibilities and DutiesExpected to drive public and private product conversations and secure placements across a broad... 
    Private
    Full time
    Work at office
    3 days per week

    Teachers Insurance and Annuity Association

    Chicago, IL
    2 days ago
  • JPMorganChase is looking for a Private Banker to advise clients in managing their wealth. This role involves maintaining client relationships...  .... Join a dynamic team at JPMorganChase, where your skills in investment management and client service will shine. #J-18808-Ljbffr... 
    Private

    JPMorganChase

    Chicago, IL
    4 days ago
  • $150k - $170k

     ...LLC Our client, a top-tier asset manager is hiring a Senior Investment Specialist Analyst to support its growing platform focused on...  ...Management, Platform Specialist, Analyst - Chicago Investment Banking/Private Equity Career Specialist Chicago, IL $75,000.00-$115,000.0... 
    Private
    Full time
    Summer work

    MindSpring Partners

    Chicago, IL
    4 days ago
  • $8,571 - $9,000 per month

     ...often (in days) to receive an alert: REGIONAL FOREIGN DIRECT INVESTMENT SPECIALIST - EUROPE, MIDDLE EAST, AFRICA We continually strive for a...  ...operations in Illinois. Collaborates with various public and private economic development entities and Illinois service providers... 
    Private
    Permanent employment
    Full time
    H1b
    Work at office
    Relocation
    Monday to Friday
    Flexible hours
    Night shift

    Illinoiscomptroller

    Chicago, IL
    1 day ago
  • $117k - $158k

     ...Management serves the financial needs of private clients, including high net worth...  ...integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great...  ...-friendly work hoursWith 200+ community bank locations, we offer opportunities to grow... 
    Private
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wintrust Financial

    Chicago, IL
    2 days ago
  •  ...experienced Client Manager to drive business growth and manage client relationships. The successful candidate will have over 12 years in private banking, exceptional interpersonal skills, and the ability to influence decision-making. A license in finance is required within 90... 
    Private

    Bank of America

    Chicago, IL
    4 days ago
  • $200k

     ...information, please review .**Private Bankers at Citi develop and...  ...able to deliver quality Private Bank client relationships (...  ...annually in core product areas: investment management, capital markets,...  ...clients* Orchestrate appropriate specialist resources to develop tailored... 
    Private
    Full time

    Citibank (Switzerland) AG

    Chicago, IL
    20 hours ago
  •  ...wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including...  ...customers, and leading-edge technology, data and design.Private Wealth Management (PWM)Goldman Sachs Private Wealth... 
    Private
    Apprenticeship

    Goldman Sachs

    Chicago, IL
    1 day ago
  •  ...first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly...  ...the opportunity to take your career to the next level.As an Investment Professional in the U.S. Private Bank, you will provide... 
    Private

    JP Morgan Chase

    Chicago, IL
    2 days ago
  • $70k - $120k

     ...Portfolio Valuation Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions...  ...our clients include many of the world’s largest hedge funds, private equity funds, direct lending funds, business development... 
    Private
    Full time
    Work experience placement
    Worldwide

    Houlihan Lokey

    Chicago, IL
    4 days ago
  • $109k - $224k

     ...many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver...  ...including Equity and Mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds,... 
    Private
    Full time

    FTI Consulting

    Chicago, IL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Bank Investment Specialist. Be the first to apply!