Private Bank Investment Specialist

Testing Site - JPMC; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank is seeking an Investment Professional to support Investors and manage client relationships alongside a multidisciplinary team.

The role requires Series 7 and 66 licenses and a Bachelor's degree, with at least one year in the industry; strong skills in PowerPoint and Excel are essential.

You will handle trades, create discretionary mandates, monitor risk metrics, and coordinate with Client Advisors to ensure accurate billing and documentation.

Qualifications

• Bachelor’s Degree required.
• One plus years of industry related experience.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days of start.

Responsibilities

• Consult on and execute brokerage trades, advising the client on trade execution, placing trades, reviewing trades and updating accounts.
• Create mandates for discretionary accounts.
• Monitor risk metrics with Team Leader and assess workloads.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents and client coordination.

Skills

Follow-up skills

Interpersonal skills

Self-starter

Detail-oriented

Organized

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Workstation

Job description

J.P. Morgan's U.S. Private Bank is seeking an Investment Professional to support Investors and manage client relationships alongside a multidisciplinary team.

The role requires Series 7 and 66 licenses and a Bachelor's degree, with at least one year in the industry; strong skills in PowerPoint and Excel are essential.

You will handle trades, create discretionary mandates, monitor risk metrics, and coordinate with Client Advisors to ensure accurate billing and documentation.