U.S. Private Bank - Investment Specialist - Executive Director
JPMorgan Chase
Summit, Union County$373,532 - $373,532 est.Full-timePosted 13 days ago
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 excellen…
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