Private Banking Investment Specialist

JPMorgan Chase; Birmingham (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Investment Professional for U.S. Private Bank in Birmingham, MI. You will support investors in managing client relationships, coordinating with a team, and handling confidential private banking matters.

The role requires evaluating trades, creating discretionary mandates, and monitoring risk and client loadings while collaborating with multiple teams to deliver a first-class client experience.

Qualifications

• Series 7 and 66 and Insurance licenses required; unlicensed candidates may apply 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.

Responsibilities

• Consult on and execute brokerage trades, including advising the client on trade execution and submitting updates.
• Create mandates for discretionary accounts.
• Monitor exceptions and conduct scenario-based risk analyses with the team.
• Monitor Client Advisor loadings with Team Leader.
• Submit and monitor fee schedules and billing.

Skills

PowerPoint

Excel

Follow-up skills

Attention to detail

Education

Bachelor's Degree

Tools

Workstation

Connect

KYC

Job description

JPMorgan Chase & Co. is seeking an Investment Professional for U.S. Private Bank in Birmingham, MI. You will support investors in managing client relationships, coordinating with a team, and handling confidential private banking matters.

The role requires evaluating trades, creating discretionary mandates, and monitoring risk and client loadings while collaborating with multiple teams to deliver a first-class client experience.