Private Banking Investment Specialist

Testing Site - JPMC; Austin (TX); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

J.P. Morgan’s U.S. Private Bank seeks exceptionally talented Investment Professionals who are collaborative, confident and motivated to deliver first-class client experiences.

You will support Investors in managing client relationships and coordinate with teammates while maintaining confidentiality of Private Banking clients. Responsibilities include brokerage trade consultation and execution, creating mandates for discretionary accounts, and monitoring risk metrics with the team.

Formación

• 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.

Responsabilidades

• Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitorClient Advisorloadings.
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Conocimientos

Brokerage trade execution

Client relationship management

PowerPoint and Excel proficiency

Educación

Bachelor’s Degree

Herramientas

PowerPoint

Excel

Descripción del empleo

J.P. Morgan’s U.S. Private Bank seeks exceptionally talented Investment Professionals who are collaborative, confident and motivated to deliver first-class client experiences.

You will support Investors in managing client relationships and coordinate with teammates while maintaining confidentiality of Private Banking clients. Responsibilities include brokerage trade consultation and execution, creating mandates for discretionary accounts, and monitoring risk metrics with the team.