U.S. Private Bank - Investment Specialist - Vice President

Location: Garden City, NY, United States

Job Family: Client Advisory

About the Role

At JP Morgan Chase, we are seeking a dynamic Investment Specialist at the Vice President level to join our U.S. Private Bank team in Garden City, NY. As a key member of our client advisory group, you will leverage your deep expertise in investments to support the advisement of high net worth clients, helping them navigate complex financial landscapes to achieve their long-term objectives. This role is integral to delivering the personalized, world-class service that defines JP Morgan Private Bank, where innovation meets tradition in wealth management. You will work closely with a team of seasoned advisors, utilizing JP Morgan's unparalleled research and global resources to craft bespoke investment solutions that align with clients' unique needs, risk profiles, and aspirations. In this position, your primary focus will be on providing sophisticated investment guidance, from portfolio construction and asset allocation to ongoing performance monitoring and rebalancing. You will analyze market trends, evaluate investment opportunities across traditional and alternative asset classes, and integrate JP Morgan's proprietary insights to drive informed decision-making. Collaboration is at the heart of our approach; you will partner with cross-functional teams, including research analysts, product specialists, and compliance experts, to ensure strategies are robust, compliant, and optimized for success. Additionally, you will engage directly with clients through consultations, presentations, and educational sessions, fostering trust and positioning JP Morgan as their trusted partner in wealth preservation and growth. We value professionals who thrive in a fast-paced, client-centric environment and are passionate about the financial services industry. This role offers the opportunity to contribute to a prestigious institution known for its leadership in private banking, while advancing your career through exposure to elite networks and cutting-edge tools. If you are a strategic thinker with a commitment to excellence, join us in empowering high net worth individuals to secure their financial futures with JP Morgan Chase.

Key Responsibilities

• Collaborate with Private Bank advisors to develop and implement customized investment strategies for high net worth clients
• Conduct in-depth market analysis and provide investment recommendations aligned with client goals and risk tolerance
• Monitor portfolio performance and adjust allocations to optimize returns while managing risk
• Educate clients on investment opportunities, economic trends, and JP Morgan's proprietary research insights
• Ensure compliance with regulatory requirements and internal policies in all advisory activities
• Build and maintain relationships with internal teams, including research analysts and product specialists
• Participate in client meetings, seminars, and events to enhance JP Morgan's brand in the private banking space
• Contribute to the development of investment policy statements and asset allocation models
• Leverage JP Morgan's global resources to deliver tailored solutions for complex client needs

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 7-10 years of experience in investment management, wealth advisory, or financial services
• Series 7 and Series 66 licenses (or equivalent FINRA registrations)
• Proven track record in advising high net worth individuals on investment strategies
• Strong understanding of U.S. financial markets, asset classes, and regulatory environment
• CFA designation or progress toward completion

Preferred Qualifications

• Advanced degree such as MBA or Master's in Finance
• Experience working with ultra-high net worth clients in a private banking setting
• Knowledge of alternative investments including private equity and hedge funds
• Prior role at a leading financial institution like JP Morgan Chase or competitor

Required Skills

• Investment analysis and portfolio management
• Financial modeling and valuation techniques
• Knowledge of equities, fixed income, and derivatives
• Client relationship management
• Risk assessment and mitigation
• Regulatory compliance (FINRA, SEC)
• Market research and economic forecasting
• Communication and presentation skills
• Analytical thinking and problem-solving
• Team collaboration in a high-stakes environment
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Strategic planning for wealth preservation
• Ethical decision-making in advisory roles
• Adaptability to market volatility

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities through JP Morgan's learning programs
• Employee stock purchase plan and financial wellness resources
• Access to exclusive wellness programs and gym reimbursements
• Relocation assistance for eligible positions

JP Morgan Chase is an equal opportunity employer.