Private Banking Investment Specialist

JPMorgan Chase & Co.; Nashville (TN); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Nashville seeks an Investment Professional to support Investors in managing client relationships within the U.S. Private Bank. You will coordinate with a team and other support groups while handling confidential client information.

The role requires Series 7/66 and Insurance licenses (or willingness to obtain within 90 days), a Bachelor’s degree, and 1+ year of related experience. Strong communication and analytical skills are essential.

Qualifications

• Bachelor’s Degree required.
• 1+ year of industry experience.
• Series 7, 66 and Insurance licenses required; licenses to be obtained within 90 days.
• Strong follow-up, organization, and accuracy.

Responsibilities

• Consult on and execute brokerage trades, including advising the client, placing trades, and updating accounts.
• Create mandates for discretionary accounts.
• Monitor risk metrics and team workload with the Client Advisors.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents, including submission and client coordination.

Skills

PowerPoint

Excel

Interpersonal skills

Attention to detail

Self-starter

Education

Bachelor’s Degree

Tools

JP Morgan Workstation

Connect

DDR/KYC

Proprietary software

Job description

JPMorgan Chase & Co. in Nashville seeks an Investment Professional to support Investors in managing client relationships within the U.S. Private Bank. You will coordinate with a team and other support groups while handling confidential client information.

The role requires Series 7/66 and Insurance licenses (or willingness to obtain within 90 days), a Bachelor’s degree, and 1+ year of related experience. Strong communication and analytical skills are essential.