U.S. Private Bank - Investment Specialist - Associate
Not Disclosed•Full-TimeOn-site
location_on15811, Fisher Island Drive, Miami Beach, Miami-Dade County, Florida, 33109, United States
About the Team
J.P. Morgan's U.S. Private Bank is dedicated to providing a first-class experience to its clients. We actively seek exceptionally talented individuals who are collaborative, confident, and motivated. Our culture thrives on an entrepreneurial mindset, offering a dynamic environment where you can constantly challenge yourself. You will work alongside a diverse team of talented colleagues from various markets, businesses, and functions, creating unique opportunities to take your career to the next level.
About the Role
As an Investment Specialist, you will play a pivotal role in supporting investors across all facets of their daily business routines. Your primary mission is to empower Bankers to win new clients while deepening and strengthening existing relationships. This position is designed for those who thrive in a fast-paced setting and are eager to contribute to the bank's success through strategic support and collaboration.
Hiring Process
Candidates with the right entrepreneurial spirit and professional drive are encouraged to apply. While specific licensing requirements must be met within 90 days of the start date for unlicensed candidates, we are committed to finding individuals with the potential to grow within our institution.
Equal Opportunity
J.P. Morgan is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
Work location
Work model: On-site
15811, Fisher Island Drive, Miami Beach, Miami-Dade County, Florida, 33109, United States
Miami Beach, Florida
Key Responsibilities
- check_circleSupport investment reviews with clients to validate investment objectives
- check_circlePrepare recommendations of appropriate investment products
Similar Job Opportunities
Skills, education and keywords
Skills: Series 7, Series 66, Insurance Licenses, Capital Markets, Institutional Brokerage, Microsoft Office Suite, Word, Excel, Powerpoint.
Education: Bachelor's degree required.
Frequently asked questions about U.S. Private Bank - Investment Specialist - Associate at JPMorganChase
What does a U.S. Private Bank - Investment Specialist - Associate at JPMorganChase do?expand_more
Day-to-day, the U.S. Private Bank - Investment Specialist - Associate at JPMorganChase will support investment reviews with clients to validate investment objectives; prepare recommendations of appropriate investment products; assist with the development of investment policy statements and asset allocation advice; and build excellent working relationships with internal clients.
What are the requirements for this U.S. Private Bank - Investment Specialist - Associate role?expand_more
To qualify for the U.S. Private Bank - Investment Specialist - Associate at JPMorganChase position, applicants should have: Bachelor's degree required; Series 7, 66 and Insurance licenses required; and Capital markets or institutional brokerage experience.
Where is the U.S. Private Bank - Investment Specialist - Associate role at JPMorganChase located?expand_more
U.S. Private Bank - Investment Specialist - Associate at JPMorganChase is based in 15811, Fisher Island Drive, Miami Beach, Miami-Dade County, Florida, 33109, United States. This is a on-site role.