U.S. Private Bank - Senior Associate - Investment Specialist
On-site · New York City, New York, United States
Job Summary
Investment Specialist in the U.S. Private Bank provides support to Investors in all facets of their daily business routine with the goal of helping Bankers win new clients and deepen existing relationships. Responsibilities include supporting investment reviews to validate client objectives, preparing recommendations of suitable investment products, assisting with development of investment policy statements and asset allocation guidance, building strong internal client relationships, coordinating sales efforts with Investors, and adhering to policies and procedures regarding securities transactions and code of conduct. Requires Bachelor's degree and Series 7, 66 and Insurance licenses (licenses to be obtained within 90 days). Strong capital markets or institutional brokerage experience, multi-tasking, communication, and analytical/problem-solving skills are essential.
Required Qualifications
- Bachelor’s degree required
- Series 7, 66 and Insurance licenses required; 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
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