Private Bank Investment Associate — Client Trading

JPMorganChase; Nashville (TN); Sur place; USD 65 000 - 110 000; Plein temps

Résumé du poste

JPMorganChase in Nashville seeks an Investment Professional in the U.S. Private Bank to support client relationships and daily operations. You will handle brokerage trades, discretionary accounts, and client billing, working with a team to ensure accuracy and confidentiality.

Requirements include Series 7/66 and Insurance licenses (or ability to obtain within 90 days), a Bachelor's degree, and 1+ year of related experience. Strong Excel/PowerPoint and interpersonal skills are essential.

Qualifications

• Series 7, 66 and Insurance licenses required or obtained within 90 days.
• Bachelor's Degree required.
• 1+ year of industry experience and strong follow-up skills.

Responsabilités

• Consult on and execute brokerage trades and advise on execution.
• Create mandates for discretionary accounts and monitor risk metrics.
• Coordinate with Client Advisors on workload and fee schedules.
• Assist with document management for alternatives and client onboarding.

Connaissances

Series 7 license

Series 66 license

Insurance license

Bachelor's degree

1+ year experience

Follow-up skills

PowerPoint

Excel

JP Morgan Private Bank systems

Financial markets

Interpersonal skills

Self-starter

Formation

Bachelor's degree

Outils

Workstation/Connect

Description du poste

JPMorganChase in Nashville seeks an Investment Professional in the U.S. Private Bank to support client relationships and daily operations. You will handle brokerage trades, discretionary accounts, and client billing, working with a team to ensure accuracy and confidentiality.

Requirements include Series 7/66 and Insurance licenses (or ability to obtain within 90 days), a Bachelor's degree, and 1+ year of related experience. Strong Excel/PowerPoint and interpersonal skills are essential.