Private Banking Investment Specialist

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles seeks an Investment Professional in the U.S. Private Bank to provide daily support to investors and manage client relationships.

You will collaborate with colleagues across markets to deliver a first-class client experience while safeguarding confidential information. Use licensure and market knowledge to execute trades, create discretionary mandates, monitor fees, and coordinate with Client Advisors to sustain strong relationship management in a dynamic

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain within 90 days.
• Bachelor’s Degree required.
• One plus years of industry-related experience.
• Strong Excel and PowerPoint skills.
• Familiarity with JP Morgan Private Bank systems.

Responsibilities

• Consult on and execute brokerage trades, advise on execution, place trades, update accounts.
• Create mandates for discretionary accounts.
• Monitor exceptions and perform scenario risk analysis.
• Collaborate with Client Advisors to monitor workload.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents with clients.

Skills

Exceptional follow-up

Excellent interpersonal skills

Self-starter

Organized and detail-oriented

Experience in financial markets

Industry experience (1+ year)

Education

Bachelor's Degree

Tools

JP Morgan Private Bank Workstation

Connect

DDR/KYC

Job description

JPMorgan Chase & Co. in Los Angeles seeks an Investment Professional in the U.S. Private Bank to provide daily support to investors and manage client relationships.

You will collaborate with colleagues across markets to deliver a first-class client experience while safeguarding confidential information. Use licensure and market knowledge to execute trades, create discretionary mandates, monitor fees, and coordinate with Client Advisors to sustain strong relationship management in a dynamic