Global Private Bank Investment Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. International Private Bank in New York seeks an Investment Professional to provide day-to-day support to Investors and maintain client relationships across markets. You will collaborate with colleagues and support groups while upholding confidentiality.

The role emphasizes trade execution, discretionary mandate creation, and ongoing risk and billing coordination, requiring licenses, a degree, and a client-focused, detail-oriented mindset.

Qualifications

• Series 7, 66 and Insurance licenses required or must obtain within 90 days.
• Bachelor's degree is required.
• Minimum 1 year of industry experience and strong client-service mindset.

Responsibilities

• Consult on and execute brokerage trades and advise on trade execution.
• Create mandates for discretionary accounts.
• Monitor risk metrics and workload with team leaders.
• Support Client Advisors with fee schedules, billing, and data accuracy.
• Coordinate with support groups while handling confidential client information.

Skills

Licenses: Series 7, 66 and Insurance

1+ years industry experience

Excellent interpersonal skills

Self-starter, organized and detail‑or­

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Job description

JPMorgan Chase & Co. International Private Bank in New York seeks an Investment Professional to provide day-to-day support to Investors and maintain client relationships across markets. You will collaborate with colleagues and support groups while upholding confidentiality.

The role emphasizes trade execution, discretionary mandate creation, and ongoing risk and billing coordination, requiring licenses, a degree, and a client-focused, detail-oriented mindset.