Private Banking Investment Specialist

Fairygodboss

Nashville (TN)

On-site

USD 85,000 - 120,000

Full time

7 days ago

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Benefits offered by this job

Competitive total rewards package

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. (U.S. Private Bank) seeks an Investment Professional to provide daily support to investors, help manage client relationships, and coordinate with cross-functional teams while maintaining confidentiality.

This role involves handling brokerage trades, account mandates, and fee monitoring in a fast-paced environment. You will work with a team of specialists across markets to deliver comprehensive private banking services.

Qualifications

Series 7, 66 and Insurance licenses required or candidates must obtain within 90 days of start date.
Bachelor's Degree required.
1+ year of industry-related experience.
Strong follow-up and follow-through skills.
PowerPoint and Excel expertise.
Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software.
Interest in financial markets and concepts.
Excellent interpersonal skills.
Detail-oriented and highly organized with accuracy.

Responsibilities

Consult on and execute brokerage trades, advise client on execution, place trades and reconcile blotters.
Create mandates for discretionary accounts.
Monitor risk metrics and client advisor loadings with Team Leader.
Submit and monitor fee schedules and billing.
Manage Alternatives documents and client coordination for completion.