Vice President, Private Banking & Investment Specialist

Posted yesterday

jpmorganchaseNew York (NY)

Financial and Investment Analysts Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

JPMorganChase is seeking an Investment Specialist for the U.S. Private Bank to support bankers in attracting new clients and deepening relationships through informed investment advisement. You will conduct reviews, craft investment policy statements, guide asset allocation, and help close sales of complex investment products, partnering with Capital Advisors and Wealth Advisors to serve qualified purchasers.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.