[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 Bank - Investment Specialist (GIO) - Vice President / Executive Director New York, NY, United States Executive Finance & Accounting Listed on JPMorganChase’s official careers site. Posted October 9, 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/210779573) [OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / U.S. Private Bank - Investment Specialist (GIO) - Vice President / Executive Director ## Job description Posting Description This is an exciting opportunity for you to join a dynamic, diverse team within J.P. Morgan’s U.S. Private Bank. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. GIO is an investment desk within the J.P. Morgan Private Bank that specializes in opportunistic, absolute return focused investment ideas across asset classes and markets. The desk covers some of the largest, most sophisticated, institutional-like clients in the US Private Bank, including family offices, hedge fund managers and clients seeking active investment and brokerage dialogue. As an Investment Specialist in the U.S. Private Bank, you will communicate market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums. You will consult with clients to determine their portfolio objectives and long term asset allocations. The investment/product universe includes the entire spectrum of Wealth Management open architecture platform including Fixed Income, Equities, Alternatives and global Multi-Asset mandates. ### Job Responsibilities - Understand client's goals and objectives to develop and implement investment plan - Advise clients on holistic asset allocation, portfolio construction and tactical asset allocation shifts - Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions. - Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations - Participate in new business opportunities with Integrated Team Members and Senior Management - Perform sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals Interact with clients and prospects, understanding their issues, motivations and factors that are key for success Required Qualifications, Capabilities, and Skills - 8+ years of experience in Wealth Management or Investment Management Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date - Strong knowledge of asset classes (fixed income, equities, and alternatives) Preferred Qualifications, Capabilities, and Skills - Ability to interact effectively with various internal product partners, banking teams, risk and compliance, marketing, etc. Ability to provide mentorship and guidance to develop junior staff Ability to learn and effectively leverage J.P. Morgan’s platform, solutions, and investment philosophy ## At a glance - Posted by the employer: Oct 9, 2026 - First seen by OpenNash: Oct 13, 2026 - Last checked: Oct 20, 2026 - Listed for: 11 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/210779573) ## 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 ### [Private Bank Analyst - Portfolio Manager](https://jobs.opennash.com/companies/huntington-bank/jobs/fb157902cb4e21fd3231/) Huntington Bank · Columbus, OH ### [Private Bank Service Specialist II](https://jobs.opennash.com/companies/huntington-bank/jobs/07005406d64fd781ccd8/) Huntington Bank · Boardman, OH ### [SVP, Citi Private Bank - Deposit & Treasury Management Sales](https://jobs.opennash.com/companies/citigroup/jobs/02b351a459d3e5971498/) Citigroup · Beverly Hills California United States ### [Key Private Bank Family Wealth Investment Consultant](https://jobs.opennash.com/companies/keycorp/jobs/c544ced0a74b3e760994/) KeyCorp · Cleveland, OH ### [Equity Portfolio Manager, US Equities - HSBC Private Bank](https://jobs.opennash.com/companies/hsbc-holdings/jobs/31ddfd1d475c905edaab/) HSBC Holdings · New York, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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