Private Bank Investment Specialist

ENGINEERINGUK; Chicago (IL); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

more

Job summary

JPMorgan Chase & Co. in Chicago, IL is seeking an Investment Professional in the U.S. Private Bank to provide daily support to Investors and to coordinate with a team of colleagues while handling confidential client information.

You will consult on and execute brokerage trades, create discretionary mandates, monitor risk metrics, manage client loadings, process fees, and handle alternatives documentation, supporting an elite private banking client base in a fast-paced environment.

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but licenses must be obtained within 90 days of start date.
• Bachelor's Degree required.
• One plus years of industry related experience.
• PowerPoint and Excel expertise.
• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software.
• Experience and interest in financial markets and concepts.
• Excellent interpersonal skills.
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy.

Responsibilities

• Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades.
• Create mandates for discretionary accounts.
• Monitor exceptions and analyze risk metrics across the team.
• Work with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents, including submission, monitoring and working with clients to complete/correct.

Skills

Series 7

Series 66

Insurance licenses

PowerPoint

Excel

Financial markets knowledge

Interpersonal skills

Organized and detail-oriented

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. in Chicago, IL is seeking an Investment Professional in the U.S. Private Bank to provide daily support to Investors and to coordinate with a team of colleagues while handling confidential client information.

You will consult on and execute brokerage trades, create discretionary mandates, monitor risk metrics, manage client loadings, process fees, and handle alternatives documentation, supporting an elite private banking client base in a fast-paced environment.