U.S. Private Bank – Investment Professional

What you’d do

Advise clients on brokerage trades, execute trades, manage discretionary account mandates, monitor risk and exceptions, handle fee schedules and billing, and manage Alternatives documents. Full-time position in New York, NY. Found on the employer's careers page on Oct 28, 2026. Apply through the link.

You’ll need

• Series 7 and 66 licenses or obtain within 90 days
• Bachelor's Degree
• 1+ years industry experience
• PowerPoint and Excel expertise
• Exceptional follow-up and follow-through skills