Private Bank Investment Specialist

JPMorgan Chase & Co.; Cincinnati (OH); On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank is seeking an Investment Professional to provide daily support to Investors and collaborate with a team to manage client relationships while handling confidential information with care.

You will coordinate with Client Advisors and support groups, ensuring accurate execution of trades, fee scheduling and billing, as well as managing documentation for alternatives.

Qualifications

• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start.
• Bachelor's Degree required.
• Over 1 year of industry-related experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise.

Responsibilities

• Consult on and execute brokerage trades, advise on trade execution, place trades, review trades and update accounts.
• Create mandates for discretionary accounts.
• Monitor risk metrics with Team Leader and Manager; review client advisor loadings.

Skills

Series 7 License

Series 66 License

Insurance Licenses

Bachelor's Degree

Client Service

PowerPoint

Excel

Education

Bachelor's Degree

Tools

Workstation

Connect

DDR/KYC

Job description

JPMorgan Chase & Co. in the U.S. Private Bank is seeking an Investment Professional to provide daily support to Investors and collaborate with a team to manage client relationships while handling confidential information with care.

You will coordinate with Client Advisors and support groups, ensuring accurate execution of trades, fee scheduling and billing, as well as managing documentation for alternatives.