Private Banking Investment Associate

Fairygodboss; Tampa (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking an Investment Professional in the U.S. Private Bank to provide essential support to Investors and maintain client relationships.

You will collaborate with a team across markets and functions to deliver first-class service and ensure accurate, timely execution of trades and fee processes. The role requires Series 7, 66 and insurance licenses within 90 days, a Bachelor’s degree, and at least 1 year of industry experience; strong communication and analytical skills are

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date.
• Bachelor's Degree required.
• 1+ 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

• Consult on and execute brokerage trades, advising on trade execution and placing trades.
• Create mandates for discretionary accounts.
• Monitor exceptions and assess risk metrics with the team.
• Monitor Client Advisor loadings and workflow.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents with clients to complete/correct.

Skills

Series 7 license

Series 66 license

Insurance license

PowerPoint

Excel

Financial markets understanding

Interpersonal skills

Organizational skills

Education

Bachelor's Degree

Tools

Workstation

Connect

DDR/KYC

Proprietary software

Job description

JPMorgan Chase is seeking an Investment Professional in the U.S. Private Bank to provide essential support to Investors and maintain client relationships.

You will collaborate with a team across markets and functions to deliver first-class service and ensure accurate, timely execution of trades and fee processes. The role requires Series 7, 66 and insurance licenses within 90 days, a Bachelor’s degree, and at least 1 year of industry experience; strong communication and analytical skills are