Private Bank Investment Specialist

JP Morgan Chase; Fort Lauderdale (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorganChase in Fort Lauderdale, FL is seeking an Investment Professional in our U.S. Private Bank to provide daily support to Investors and help manage client relationships.

You will collaborate with a team across markets and functions to deliver a first-class private banking experience. The role involves executing brokerage trades, creating mandates for discretionary accounts, monitoring risk metrics with the team, and handling fee schedules and document management.

Qualifications

• Series 7 and 66 licenses required (or willing to obtain within 90 days).
• Bachelor's degree required.
• One+ year of industry-related experience preferred.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel proficiency.

Responsibilities

• Consult on and execute brokerage trades, including advising on trade execution and updating accounts.
• Create mandates for discretionary accounts.
• Monitor risk metrics and team loadings; discuss with Team Leader and Client Advisors.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents and coordinate with clients to complete/correct.

Skills

Series 7 license

Series 66 license

Insurance licenses

One+ year experience

Interpersonal skills

Attention to detail

PowerPoint & Excel

Education

Bachelor's Degree

Tools

JP Morgan Private Bank Workstation

Connect

DDR/KYC

Job description

JPMorganChase in Fort Lauderdale, FL is seeking an Investment Professional in our U.S. Private Bank to provide daily support to Investors and help manage client relationships.

You will collaborate with a team across markets and functions to deliver a first-class private banking experience. The role involves executing brokerage trades, creating mandates for discretionary accounts, monitoring risk metrics with the team, and handling fee schedules and document management.