Private Bank Investment Pro — Client-Focused Growth

JPMorgan Chase & Co.; Fort Lauderdale (FL); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Professional to provide daily support to investors and manage client relationships. You will coordinate with colleagues and other support groups while maintaining confidentiality of Private Banking clients.

The role emphasizes accuracy, proactive communication, and a team-based approach to delivering high-quality service to clients.

Qualifikationen

• Series 7 and 66 licenses required; insurance license must be obtained within 90 days.
• Bachelor’s Degree required.
• 1+ year of industry experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel proficiency.

Aufgaben

• Consult on and execute brokerage trades, advising on trade execution, placing trades, reviewing trades, and updating accounts.
• Create mandates for discretionary accounts.
• Monitor exceptions and conduct scenario-based risk analysis with clients and team.
• Coordinate with Team Leader on client advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents and client communications.

Kenntnisse

Client relationship management

Follow-up skills

Interpersonal skills

Detail-oriented

Ausbildung

Bachelor’s Degree

Tools

PowerPoint

Excel

Jobbeschreibung

JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Professional to provide daily support to investors and manage client relationships. You will coordinate with colleagues and other support groups while maintaining confidentiality of Private Banking clients.

The role emphasizes accuracy, proactive communication, and a team-based approach to delivering high-quality service to clients.