U.S. Private Bank – Investment Specialist - Associate jobs in United States
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Chase · 2 weeks ago

U.S. Private Bank – Investment Specialist - Associate

Chase is one of the oldest financial institutions offering innovative financial solutions. The Investment Specialist role involves supporting Investors in their daily business routines to enhance client relationships and assist in winning new clients.

BankingFinancial Services

Responsibilities

Support investment reviews with clients to validate the clients' current investment objectives
Prepare recommendations of appropriate investment products
Assist with the development of investment policy statements and advice on asset allocation
Build excellent working relationships with internal clients
Support coordination of sales effort with Investors
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct

Qualification

Series 7 licenseSeries 66 licenseInsurance licenseCapital markets experienceAnalytical skillsMicrosoft Office SuiteCommunication skillsProblem-solving skillsTeam player

Required

Bachelor's degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Capital markets or institutional brokerage experience
Ability to multi-task and manage priorities effectively
Excellent communication skills
Strong analytical, quantitative, and problem-solving skills

Preferred

Coachable professional with good 'business sense' and an energetic/dynamic personality
Ability to work both independently and as a team player
Ability to adapt to a rapidly changing business and technology environment
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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