Private Bank Investment Associate: Client-Focused Trading

JPMorgan Chase & Co.; Nurmi Isles (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Florida is seeking an Investment Professional in the U.S. Private Bank to provide daily support to Investors and maintain confidential client relationships across markets and functions.

You will coordinate with a team of colleagues and essential support groups, performing tasks to ensure high-quality client service while upholding the privacy and integrity of Private Banking clients.

Qualifications

• Bachelor’s Degree required.
• One plus years of industry related experience.
• Licenses (Series 7, 66 and Insurance) required or to be obtained within 90 days of start date.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise.

Responsibilities

• Consult on and execute brokerage trades, including advising on trade execution and placing trades.
• Create mandates for discretionary accounts.
• Monitor risk metrics and team workload with Team Leader and Client Advisors.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents and client interactions to complete/correct processes.

Skills

Follow-up skills

PowerPoint

Excel

Client relations

Education

Bachelor’s Degree

Tools

Series 7/66 licenses

Insurance license

Job description

JPMorgan Chase & Co. in Florida is seeking an Investment Professional in the U.S. Private Bank to provide daily support to Investors and maintain confidential client relationships across markets and functions.

You will coordinate with a team of colleagues and essential support groups, performing tasks to ensure high-quality client service while upholding the privacy and integrity of Private Banking clients.