JPMorgan Chase
IPB - Investment Specialist - GFG
$150K–$165K
New York, NY · Full-time · Posted May 20, 2026
- Experience
- Capital markets or institutional brokerage experience required; no years specified.
- Education
- Bachelor’s degree required.
About the job
Supports investors in the International Private Bank by preparing client investment reviews and recommendations and helping bankers win and strengthen client relationships.
What you'll do
- Support client investment reviews and validate investment objectives; prepare appropriate investment product recommendations.
- Assist with investment policy statements and asset allocation advice, and coordinate sales efforts with investors.
- Build relationships with internal clients and follow securities transaction and conduct policies.
What they ask for
- Bachelor’s degree.
- Series 7, 66, and Insurance licenses; unlicensed candidates must obtain them within 90 days of start date.
- Capital markets or institutional brokerage experience.
- Strong communication, analytical, quantitative, and problem-solving skills; ability to manage priorities.
Nice to have
- Coachable, energetic professional with good business sense; able to work independently and as part of a team.
- Adaptability to changing business and technology environments; proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet.
Pay
$150,000.00-$165,000.00 USD base salary
Tools
Microsoft Office Suite, Word, Excel, PowerPoint, Internet/Intranet
Model-written summary · the original posting is authoritative