Dynamic Private Bank Investment Associate

JPMorgan Chase & Co.; Cleveland (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Cleveland, OH seeks an Investment Professional for the U.S. Private Bank to support client relationships and provide essential daily guidance to Investors.

You will collaborate with colleagues across markets and functions to help clients achieve their financial goals. You will coordinate with a team of professionals, handle brokerage trades, mandates, and related documents while maintaining confidentiality and regulatory compliance.

Qualifications

• Series 7, 66 and Insurance licenses required or must obtain within 90 days.
• Bachelor’s Degree required.
• 1+ years of industry-related experience.
• Exceptional follow-up and follow-through skills.

Responsibilities

• Consult on and execute brokerage trades; advise on execution.
• Create mandates for discretionary accounts.
• Monitor risk metrics across the team with leadership.
• Manage team Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents with clients.

Skills

Communication skills

Follow-up and follow-through

Interpersonal skills

Education

Bachelor’s Degree

Tools

PowerPoint

Excel

Job description

JPMorgan Chase & Co. in Cleveland, OH seeks an Investment Professional for the U.S. Private Bank to support client relationships and provide essential daily guidance to Investors.

You will collaborate with colleagues across markets and functions to help clients achieve their financial goals. You will coordinate with a team of professionals, handle brokerage trades, mandates, and related documents while maintaining confidentiality and regulatory compliance.