Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist in the International Private Bank, you will provide aid to Investors supporting the UK, Canadian, and Caribbean markets 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 u2022 Support investment reviews with clients to validate the clients' current investment objectives u2022 Prepare recommendations of appropriate investment products u2022 Assist with the development of investment policy statements and advice on asset allocation u2022 Build excellent working relationships with internal clients u2022 Support coordination of sales effort with Investors u2022 Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Required Qualifications, Capabilities, and Skills u2022 Bachelor's degree required u2022 Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date u2022 Capital markets or institutional brokerage experience u2022 Ability to multi-task and manage priorities effectively u2022 Excellent communication skills u2022 Strong analytical, quantitative, and problem-solving skills Preferred Qualifications, Capabilities, and Skills u2022 Coachable professional with good
Job Title
International Private Bank - Investor Associate - UK, Canada & Caribbean