U.S. Private Bank - Investment Specialist - Associate
JPMorgan Chase · Los Angeles
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- Company
- JPMorgan Chase
- Location
- Los Angeles
- Posted
- September 25, 2026
About this job
As an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. Job 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 Required Qualifications, Capabilities, and…
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