Private Banking Investment Specialist

Next Frontier Capital

Birmingham (MI)

On-site

USD 90,000 - 130,000

Full time

3 days ago

Be an early applicant

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

JPMorgan Chase & Co. seeks an Investment Professional in the U.S. Private Bank to provide daily support to Investors, manage client relationships, and coordinate with teams to protect confidential information.

The role emphasizes strong follow-through, licensing within 90 days, and proficiency in PowerPoint/Excel while serving high net worth clients. The position involves executing trades, creating discretionary mandates, monitoring risk and loadings, handling fees, and managing documentation

Qualifications

Series 7, 66 and Insurance licenses required for position; 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

Responsibilities

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 monitor Client Advisor loadings.
Submit and monitor fee schedules and billing
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct