Private Banking Investment Associate

Testing Site - JPMC; New York (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Job summary

We are seeking talented bankers for J.P. Morgan’s U.S. Private Bank to support Client Advisors and manage client relationships. The role involves aiding in KYD, account openings, and daily account administration, while coordinating with multiple teams to maintain high standards of service and risk awareness.

Ideal candidates hold Series 7/66 and Insurance licenses, a Bachelor’s degree, and at least one year in the industry, with strong Excel/PowerPoint skills and a detail-oriented mindset.

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• 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

• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
• Assist in account opening process and internal preparation to facilitate subsequent investments
• Monitor client accounts and provide basic client information management
• Conduct daily account administration
• Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams
• Liaise with Operations and Client Service Specialist teams
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.

Skills

Excellent interpersonal skills

Self-starter

Organized and detail-oriented

Strong commitment to accuracy

Follow-up skills

Education

Bachelor’s Degree

Tools

PowerPoint

Excel

Workstation

Connect

DDR/KYC

Job description

We are seeking talented bankers for J.P. Morgan’s U.S. Private Bank to support Client Advisors and manage client relationships. The role involves aiding in KYD, account openings, and daily account administration, while coordinating with multiple teams to maintain high standards of service and risk awareness.

Ideal candidates hold Series 7/66 and Insurance licenses, a Bachelor’s degree, and at least one year in the industry, with strong Excel/PowerPoint skills and a detail-oriented mindset.