Investment Professional, Private Bank — Client Advisory

JPMorgan Chase & Co.; Boston (MA); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Boston seeks an Investment Professional to support Investors in managing client relationships within the U.S. Private Bank. You will collaborate with colleagues across markets to deliver first-class private banking service and uphold client confidentiality.

You will consult on and execute brokerage trades, create discretionary mandates, monitor risk metrics, and coordinate with Client Advisors and support teams to ensure accurate billing and smooth operations.

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor’s Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise
• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills

Responsibilities

• Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
• Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitorClient Advisorloadings
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Skills

PowerPoint

Excel

Interpersonal skills

Follow-up

Industry experience

Financial markets knowledge

Series 7/66 licenses

Insurance license

Licensing within 90 days

Education

Bachelor’s Degree

Tools

Workstation

Connect

DDR/KYC

Proprietary software

Job description

JPMorgan Chase & Co. in Boston seeks an Investment Professional to support Investors in managing client relationships within the U.S. Private Bank. You will collaborate with colleagues across markets to deliver first-class private banking service and uphold client confidentiality.

You will consult on and execute brokerage trades, create discretionary mandates, monitor risk metrics, and coordinate with Client Advisors and support teams to ensure accurate billing and smooth operations.