Private Bank Investment Pro - Client Advisory

JPMorgan Chase & Co.; Cleveland (OH); Presencial; USD 80.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Descripción de la vacante

JPMorgan Chase & Co. in Cleveland, OH is seeking an Investment Professional within the U.S. Private Bank to provide daily support to investors, manage client relationships, and coordinate with internal teams while maintaining confidentiality of Private Banking clients.

You will work with a team of colleagues across markets to drive client outcomes. The role requires Series 7/66 and Insurance licenses (or ability to obtain within 90 days), a Bachelor’s degree, and 1+ year of industry experience,

Formación

• Series 7, 66 and Insurance licenses required; licenses must be obtained 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.

Responsabilidades

• Consult on and execute brokerage trades, advising the client on trade execution and updating accounts.
• Create mandates for discretionary accounts.
• Monitor risk metrics and coordinate with Team Leader on team loadings and risk.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents, coordinating with clients to complete/correct.

Conocimientos

Series 7 & 66 licenses

Insurance licenses

Bachelor's Degree

Follow-up skills

PowerPoint

Excel

Educación

Bachelor's Degree

Herramientas

Workstation

Connect

KYC systems

Descripción del empleo

JPMorgan Chase & Co. in Cleveland, OH is seeking an Investment Professional within the U.S. Private Bank to provide daily support to investors, manage client relationships, and coordinate with internal teams while maintaining confidentiality of Private Banking clients.

You will work with a team of colleagues across markets to drive client outcomes. The role requires Series 7/66 and Insurance licenses (or ability to obtain within 90 days), a Bachelor’s degree, and 1+ year of industry experience,