Private Bank Investment Specialist

Next Frontier Capital; Chicago (IL); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking an Investment Professional for the U.S. Private Bank to support investors, manage client relationships, and coordinate with a team across markets and functions.

The role emphasizes confidentiality, accuracy, and client service excellence. Responsibilities include executing trades, creating discretionary mandates, monitoring risk and client workload, and handling billing and paperwork.

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days.
• Bachelor’s Degree required.
• One plus years of industry related experience.
• Exceptional follow-up and follow-through skills.
• 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 on trade execution and maintaining accounts.
• Create mandates for discretionary accounts.
• Monitor risk metrics and client loadings with team leadership.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents with clients to complete/correct.

Skills

PowerPoint

Excel

Interpersonal skills

Self-starter

Organized

Attention to detail

Financial markets

Education

Bachelor’s Degree

Tools

Workstation

Connect

DDR/KYC

Job description

JPMorgan Chase & Co. in the United States is seeking an Investment Professional for the U.S. Private Bank to support investors, manage client relationships, and coordinate with a team across markets and functions.

The role emphasizes confidentiality, accuracy, and client service excellence. Responsibilities include executing trades, creating discretionary mandates, monitoring risk and client workload, and handling billing and paperwork.