[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All JPMorganChase jobs](https://jobs.opennash.com/companies/jpmorganchase/) · [Search jobs](/search/) JPMorganChase · New York, NY # U.S. Private Banker - Investment Specialist - Vice President New York, NY, United States Executive Finance & Accounting Listed on JPMorganChase’s official careers site. Posted July 24, 2026. Check that it is still open and apply there. [Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210752842) [OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / U.S. Private Banker - Investment Specialist - Vice President ## Job 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 U.S. 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 U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. ### Job Responsibilities - Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products - Develop investment policy statements and advise on asset allocation Closes sales of complex investment products - Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication - Build excellent working relationships with internal clients - Adhere to internal and external policies and procedures regarding securities transactions and code of conduct - Provide guidance to junior staff Required Qualifications, Capabilities, and Skills - 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 Seven plus years of experience in Private Banking or Financial Services industry - Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning Preferred Qualifications, Capabilities, and Skills MBA or CFA preferred Prior experience providing complex investment solutions to individuals In depth experience and/or knowledge of hedge funds, private equity and alternative investments - Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals ## At a glance - Posted by the employer: Jul 24, 2026 - First seen by OpenNash: Jul 27, 2026 - Last checked: Oct 13, 2026 - Listed for: 81 days - Location: New York, NY, United States[Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210752842) ## More jobs at JPMorganChase ### [2027 - Commercial & Investment Bank - Global Investment Banking Summer Associate Program](https://jobs.opennash.com/companies/jpmorganchase/jobs/748ebd92d14940d0d1d5/) New York, NY, United States ### [2027 Asset Management Investments Full Time Analyst Program](https://jobs.opennash.com/companies/jpmorganchase/jobs/c9f068568f3983b10984/) New York, NY, United States ### [2027 Global Finance & Business Management - Summer Analyst (New York Metro)](https://jobs.opennash.com/companies/jpmorganchase/jobs/e978b58ff01d739b384d/) New York, NY, United States ### [2027 Global Private Bank Investment Solutions Program (Full-Time Analyst)](https://jobs.opennash.com/companies/jpmorganchase/jobs/a31cb198ec690e8c1fb9/) New York, NY, United States ### [AWM- Investment Principal, Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/390dc08fb5be22d8881b/) New York, NY, United States ## Similar jobs at other companies ### [Associate and/or Vice President - Capstone Investment Banking](https://jobs.opennash.com/companies/huntington-bank/jobs/3b2b0039e01ecaf847d3/) Huntington Bank · Philadelphia, PA ### [Private Wealth Investment Education, Vice President - Corporate Affairs](https://jobs.opennash.com/companies/blackstone/jobs/88f0f0eb095f37a03246/) Blackstone · New York ### [Private Banker LATAM (Mexico)](https://jobs.opennash.com/companies/citigroup/jobs/d54b5db0dba9035a8ebd/) Citigroup · New York New York United States ### [Investment & Corporate Banking - Vice President, Debt Private Placements](https://jobs.opennash.com/companies/mizuho-financial/jobs/4f62dee6c9db6bdddac9/) Mizuho Financial · New York, NY ### [GBM Private, IB Classic - Investment Banking Vice President, Industrials](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/556d52c541794ab3d7f2/) Goldman Sachs Group · New York, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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