Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a 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 challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
**Job Responsibilities**
+ Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
+ Develop investment policy statements and advise on asset allocation
+ Closes sales of complex in...
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
**Job Responsibilities**
+ Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
+ Develop investment policy statements and advise on asset allocation
+ Closes sales of complex in...