Private Bank Investment Professional — Client Advisory

JPMorgan Chase & Co.; New York (NY); Presencial; USD 90 000 - 140 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. is seeking an Investment Professional for the U.S. Private Bank to support daily client relationships and brokerage operations. You will collaborate with teams across markets to deliver first-class service while maintaining confidentiality of Private Banking clients.

Responsibilities include executing trades, creating discretionary mandates, and coordinating with support groups to manage risk and billing. A strong client focus and proactive communication are essential.

Qualificações

• Series 7, 66 and Insurance licenses required; must obtain within 90 days if unlicensed.
• 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 and advise on trade execution.
• Create mandates for discretionary accounts.
• Monitor risk metrics and client advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents with clients.

Conhecimentos

Series 7 license

Series 66 license

Insurance licenses

Formação académica

Bachelor's Degree

Ferramentas

Workstation

Connect

DDR/KYC

Descrição da oferta de emprego

JPMorgan Chase & Co. is seeking an Investment Professional for the U.S. Private Bank to support daily client relationships and brokerage operations. You will collaborate with teams across markets to deliver first-class service while maintaining confidentiality of Private Banking clients.

Responsibilities include executing trades, creating discretionary mandates, and coordinating with support groups to manage risk and billing. A strong client focus and proactive communication are essential.