JPMorgan Chase Wealth Management - Private Bank - Investment Specialist Associate - Global Families Group - New York, NY in New York, New York

JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. The Global Families Group works exclusively with international individuals and families who have investments, business interests and family circumstances spanning different countries around the globe.

Primary Function:

The Associate will support the Investor in helping the Banker win new clients and deepen and strengthen existing client relationships through advising on investment solutions.

  • Support investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products

  • Assist with development of investment policy statements and advice on asset allocation

  • Build excellent working relationships with internal clients

  • Adhere to internal and external policies and procedures regarding securities transactions and code of conduct

  • Support coordination of sales effort with Investors


  • Coachable professional with good "business sense" and an energetic/dynamic personality

  • Ability to work both independently and as a team player

  • Excellent communication skills, both written and oral

  • Strong analytical and quantitative skills

  • Ability to multi-task and manage priorities effectively

  • Ability to adapt to a rapidly changing business and technology environment

  • Exceptional problem-solving skills

  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet

  • Ability to learn proprietary software and databases

Required Knowledge, Skills and Abilities:

  • Series 7 & 63 registration required

  • MBA and/or CFA certification preferable, but not required

  • Experience (minimum 3 years) within a specific discipline in financial services

  • Combination of buy and sell-side experience preferred

  • Understanding of asset allocation and portfolio construction as it applies to high-net work/ultra-high-net-worth clients

  • Expertise in mathematics and technical applications with an ability to translate complex ideas into simple, practicable forms is necessary

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.