JPMC
The Investment Specialist role within J.P. Morgan’s U.S. Private Bank supports Investors by assisting with daily business routines to help Bankers acquire new clients and strengthen existing relationships. This position involves conducting investment reviews, preparing product recommendations, and advising on asset allocation to meet client objectives. The role requires collaboration with internal teams and adherence to strict securities policies and procedures.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
3% below the average for this role