Private Banking Investment Associate

Testing Site - JPMC; Denver (CO); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

J.P. Morgan is seeking an Investment Professional to provide daily support to Investors in managing client relationships within the U.S. Private Bank. You will collaborate with a diverse team to deliver first-class service while safeguarding client confidentiality.

The role emphasizes brokerage trade execution, discretionary accounts, risk monitoring, and accurate billing. Candidates should have relevant licenses, a degree, and 1–2 years of industry experience.

Qualifikationen

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but must obtain licenses within 90 days.
• Bachelor’s Degree required.
• 1–2 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.

Aufgaben

• Consult on and execute brokerage trades; advise on execution, place trades, review blotters, submit cancels/corrections, update accounts.
• Create mandates for discretionary accounts.
• Monitor exceptions and conduct scenario-based risk analysis with Client Advisors and Team Leader.
• Collaborate with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents; submission, monitoring, and client coordination.

Kenntnisse

S7/S66 licenses

Excel/PowerPoint

Interpersonal skills

1-2 years exp

Self-starter/organized

Attention to detail

Proprietary software familiarity

Ausbildung

Bachelor’s Degree

Tools

Workstation

Connect

DDR/KYC

Jobbeschreibung

J.P. Morgan is seeking an Investment Professional to provide daily support to Investors in managing client relationships within the U.S. Private Bank. You will collaborate with a diverse team to deliver first-class service while safeguarding client confidentiality.

The role emphasizes brokerage trade execution, discretionary accounts, risk monitoring, and accurate billing. Candidates should have relevant licenses, a degree, and 1–2 years of industry experience.