Global Private Bank Investment Pro - Client & Trade Focus

JPMorganChase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase in New York is seeking an Investment Professional for the International Private Bank. You will provide integral daily support to investors managing client relationships and coordinate with colleagues across markets to deliver a seamless, confidential service.

The role requires licensing or willingness to obtain Series 7/66 and Insurance, a Bachelor's degree, and strong analytical, Excel and PowerPoint skills.

Qualifications

• Bachelor's Degree required.
• Series 7 and Series 66 licenses; insurance licenses preferred or must obtain within 90 days of start.
• 1+ year of industry experience required.
• Strong follow-up and follow-through skills.
• Proficient in PowerPoint and Excel.

Responsibilities

• Consult on and execute brokerage trades and advise on trade execution.
• Create mandates for discretionary accounts.
• Monitor risks and Client Advisor loadings with Team Leader.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents with clients.

Skills

Licensing: Series 7/66 & Insurance

PowerPoint

Excel

Financial markets knowledge

Interpersonal skills

Organizational skills

Proprietary software familiarity

Education

Bachelor's Degree

Tools

JP Morgan Private Bank systems (Workstation/Connect/DDR/KYC)

Job description

JPMorganChase in New York is seeking an Investment Professional for the International Private Bank. You will provide integral daily support to investors managing client relationships and coordinate with colleagues across markets to deliver a seamless, confidential service.

The role requires licensing or willingness to obtain Series 7/66 and Insurance, a Bachelor's degree, and strong analytical, Excel and PowerPoint skills.