Private Banking Investment Associate — Client-Focused Trading

JP Morgan Chase; Los Angeles (CA); Vor Ort; USD 80.000 - 100.000; Vollzeit

Benefits dieser Stelle

Competitive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Zusammenfassung

JPMorganChase is seeking an Investment Professional to support Investors in managing client relationships within the U.S. Private Bank. You'll be integral in executing trades, creating mandates, and monitoring risks.

The ideal candidate will have a Bachelor's Degree and must hold or obtain the relevant licenses within 90 days. Excellent interpersonal skills and a detail-oriented approach are essential for success in this role.

The position offers competitive compensation and comprehensive benefits to promote employee well-being.

Qualifikationen

• Series 7, 66 and Insurance licenses required or to be obtained within 90 days.
• One plus years of industry-related experience.
• Exceptional follow-up and follow-through skills needed.

Aufgaben

• Consult on and execute brokerage trades.
• Create mandates for discretionary accounts.
• Monitor exceptions and conduct scenario-based analysis.

Kenntnisse

Series 7 and 66 licenses

Bachelor's Degree

Follow-up skills

PowerPoint expertise

Excel expertise

Interpersonal skills

Detail-oriented

Ausbildung

Bachelor's Degree

Tools

JP Morgan Private Bank systems

Excel

PowerPoint

Jobbeschreibung

JPMorganChase is seeking an Investment Professional to support Investors in managing client relationships within the U.S. Private Bank. You'll be integral in executing trades, creating mandates, and monitoring risks.

The ideal candidate will have a Bachelor's Degree and must hold or obtain the relevant licenses within 90 days. Excellent interpersonal skills and a detail-oriented approach are essential for success in this role.

The position offers competitive compensation and comprehensive benefits to promote employee well-being.