Investment Professional - Private Banking Client Specialist

JPMorganChase; Cincinnati (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Cincinnati seeks an Investment Professional for the U.S. Private Bank to provide daily client support and manage relationships.

You will coordinate with colleagues across markets to ensure confidential handling of Private Banking clients and assist in advisory and execution tasks. The role emphasizes client service, trade execution oversight, and collaboration with Client Advisors and support teams to optimize portfolio outcomes.

Qualifications

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

Responsibilities

• Consult on and execute brokerage trades, advising clients on trade execution, placing trades, reviewing trades, submitting cancel/corrects, updating accounts.
• Create mandates for discretionary accounts.
• Monitor exceptions and work with Client Advisors to conduct scenario-based analysis; monitor risk metrics across the team.
• Work with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents, including submission, monitoring and coordinating with clients.

Skills

Series 7

Series 66

Insurance licenses

Bachelor's degree

Follow-up skills

PowerPoint

Excel

Education

Bachelor's degree

Tools

PowerPoint

Excel

Job description

JPMorgan Chase & Co. in Cincinnati seeks an Investment Professional for the U.S. Private Bank to provide daily client support and manage relationships.

You will coordinate with colleagues across markets to ensure confidential handling of Private Banking clients and assist in advisory and execution tasks. The role emphasizes client service, trade execution oversight, and collaboration with Client Advisors and support teams to optimize portfolio outcomes.