IPB - Investment Specialist - GFG UKC&C
On-site · New York City, New York, United States
New York City, New York, United StatesOn-siteFull TimeMid LevelBachelors DegreeFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Financial Services
Job Summary
Investment Specialist on the Global Families Group - United Kingdom, Canada & Caribbean (GFG UKC&C) within JPMorgan's International Private Bank. Responsible for supporting investment reviews with clients, preparing recommendations on investment products, assisting with the development of investment policy statements and asset allocation, building relationships with internal clients, coordinating sales efforts with Investors, and ensuring compliance with securities policies and code of conduct.
Required Qualifications
- 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
Desired Qualifications
- 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
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