Private Bank Investment Analyst — Client Trade Specialist

JPMorgan Chase & Co.; Washington (District of Columbia); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Investment Professional in the U.S. Private Bank to provide essential daily support to investors and maintain confidential client relationships.

You will coordinate with a team to manage trades, accounts and related processes in a fast-paced private banking environment. The role requires licenses (Series 7/66 and Insurance) or the plan to obtain them within 90 days, a Bachelor's degree, and 1+ year of relevant experience.

Qualifications

• Bachelor’s degree required.
• Series 7, 66 and Insurance licenses required or pursued within 90 days.
• 1+ year of industry experience in finance or private banking.
• Strong follow-up, organization and accuracy essential.
• Proficient PowerPoint and Excel skills.
• Familiarity with JP Morgan Private Bank systems is preferred.

Responsibilities

• Consult on and execute brokerage trades for clients.
• Create mandates for discretionary accounts.
• Monitor risk metrics across the team with the Team Leader.
• Track client advisor loadings and workflow efficiency.
• Submit and monitor fee schedules and billing accuracy.
• Manage Alternatives documents and client communications.

Skills

Series 7

Series 66

Insurance licenses

Excel

PowerPoint

Financial markets knowledge

Interpersonal skills

Attention to detail

Education

Bachelor's degree

Tools

Workstation

DDR/KYC

Connect

Proprietary software

Job description

JPMorgan Chase & Co. is seeking an Investment Professional in the U.S. Private Bank to provide essential daily support to investors and maintain confidential client relationships.

You will coordinate with a team to manage trades, accounts and related processes in a fast-paced private banking environment. The role requires licenses (Series 7/66 and Insurance) or the plan to obtain them within 90 days, a Bachelor's degree, and 1+ year of relevant experience.